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Innovative Advisory Group, LLC’s Oracle ORCL Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-100
Closed -$19.5K – 164
2025
Q4 		$19.5K Hold
100
– – 0.01% 103
2025
Q3 		$28.1K Hold
100
– – 0.02% 90
2025
Q2 		$21.9K Buy
+100
New +$16.1K 0.02% 91

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Innovative Advisory Group, LLC's ORCL Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Oracle (ORCL) in Q1 2026, closing a stake of 100 shares — an estimated $19.5K sold.

Innovative Advisory Group, LLC first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $28.1K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 100 Oracle shares in Q1 2026, an estimated $19.5K.
  • Innovative Advisory Group, LLC first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Oracle position peaked at $28.1K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.