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Moss Adams Wealth Advisors’s Oracle ORCL Stock Holding History

Moss Adams Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Buy
12,469
+838
+7% +$136K 0.13% 52
2025
Q4 		$2.27M Sell
11,631
-241
-2% -$57.4K 0.16% 44
2025
Q3 		$3.34M Buy
11,872
+448
+4% +$114K 0.26% 32
2025
Q2 		$2.5M Buy
11,424
+700
+7% +$113K 0.23% 41
2025
Q1 		$1.5M Buy
10,724
+572
+6% +$93.1K 0.16% 49
2024
Q4 		$1.69M Buy
10,152
+204
+2% +$36.2K 0.18% 41
2024
Q3 		$1.7M Buy
9,948
+1,386
+16% +$201K 0.19% 38
2024
Q2 		$1.21M Buy
8,562
+787
+10% +$97.7K 0.17% 43
2024
Q1 		$977K Buy
7,775
+3,928
+102% +$450K 0.16% 45
2023
Q4 		$406K Buy
3,847
+566
+17% +$61.8K 0.08% 60
2023
Q3 		$348K Buy
3,281
+89
+3% +$10.3K 0.12% 58
2023
Q2 		$380K Sell
3,192
-204
-6% -$21.1K 0.12% 54
2023
Q1 		$316K Sell
3,396
-101
-3% -$8.86K 0.11% 61
2022
Q4 		$286K Buy
+3,497
New +$266K 0.14% 75

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Moss Adams Wealth Advisors's ORCL Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Oracle (ORCL) stake by 7.2% in Q1 2026, buying an estimated $136K and bringing the position to 12,469 shares worth $1.83M. The position accounts for 0.13% of the portfolio, ranked #52.

Moss Adams Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.34M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Moss Adams Wealth Advisors held 12,469 shares of Oracle worth $1.83M as of Q1 2026.
  • Moss Adams Wealth Advisors bought 838 Oracle shares in Q1 2026, an estimated $136K.
  • Oracle made up 0.13% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #52 holding.
  • Moss Adams Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Moss Adams Wealth Advisors's Oracle position peaked at $3.34M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.