NRI
ORCL icon

NFP Retirement Inc’s Oracle ORCL Stock Holding History

NFP Retirement Inc’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 		$205K Sell
1,393
-2
-0.1% -$325 0.01% 299
2025
Q4 		$272K Sell
1,395
-21
-1% -$5K 0.02% 265
2025
Q3 		$398K Sell
1,416
-572
-29% -$146K 0.03% 223
2025
Q2 		$435K Buy
1,988
+226
+13% +$36.5K 0.03% 217
2025
Q1 		$246K Buy
1,762
+188
+12% +$30.6K 0.02% 247
2024
Q4 		$262K Buy
1,574
+1
+0.1% +$178 0.02% 255
2024
Q3 		$268K Sell
1,573
-55
-3% -$7.97K 0.02% 246
2024
Q2 		$230K Buy
+1,628
New +$202K 0.02% 255

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

NFP Retirement Inc's ORCL Position: Q1 2026 in Review

NFP Retirement Inc reduced its Oracle (ORCL) stake by 0.14% in Q1 2026, selling an estimated $325 and leaving 1,393 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #299.

NFP Retirement Inc first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $435K in Q2 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • NFP Retirement Inc held 1,393 shares of Oracle worth $205K as of Q1 2026.
  • NFP Retirement Inc sold 2 Oracle shares in Q1 2026, an estimated $325.
  • Oracle made up 0.01% of NFP Retirement Inc's portfolio in Q1 2026, its #299 holding.
  • NFP Retirement Inc first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • NFP Retirement Inc's Oracle position peaked at $435K in Q2 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.