Northern Financial Advisors’s Oracle ORCL Stock Holding History

Northern Financial 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	$1.89M	Buy	12,834 +5,005	+64%	+$814K	1.38%	19
2025 Q4	$1.53M	Sell	7,829 -5,862	-43%	-$1.4M	1.74%	16
2025 Q3	$3.85M	Buy	13,691 +1,206	+10%	+$307K	2.02%	14
2025 Q2	$2.73M	Buy	12,485 +192	+2%	+$31K	2.05%	12
2025 Q1	$1.72M	Sell	12,293 -74	-0.6%	-$12K	1.42%	18
2024 Q4	$2.06M	Sell	12,367 -448	-3%	-$79.6K	1.65%	16
2024 Q3	$2.18M	Buy	12,815 +99	+0.8%	+$14.3K	1.66%	15
2024 Q2	$1.8M	Buy	12,716 +180	+1%	+$22.4K	1.44%	17
2024 Q1	$1.57M	Sell	12,536 -327	-3%	-$37.4K	1.23%	23
2023 Q4	$1.36M	Sell	12,863 -757	-6%	-$82.6K	1.14%	24
2023 Q3	$1.44M	Sell	13,620 -371	-3%	-$42.9K	1.32%	14
2023 Q2	$1.63M	Buy	13,991 +13	+0.1%	+$1.34K	1.44%	11
2023 Q1	$1.3M	Sell	13,978 -782	-5%	-$68.6K	1.22%	18
2022 Q4	$1.16M	Buy	+14,760	New	+$1.12M	1.32%	20

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northern Financial Advisors's ORCL Position: Q1 2026 in Review

Northern Financial Advisors increased its Oracle (ORCL) stake by 64% in Q1 2026, buying an estimated $814K and bringing the position to 12,834 shares worth $1.89M. The position accounts for 1.38% of the portfolio, ranked #19.

Northern Financial Advisors first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Northern Financial Advisors held 12,834 shares of Oracle worth $1.89M as of Q1 2026.
Northern Financial Advisors bought 5,005 Oracle shares in Q1 2026, an estimated $814K.
Oracle made up 1.38% of Northern Financial Advisors's portfolio in Q1 2026, its #19 holding.
Northern Financial Advisors first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Northern Financial Advisors's Oracle position peaked at $3.85M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.