NAG
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Northstar Advisory Group’s Oracle ORCL Stock Holding History

Northstar Advisory Group’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
-2,553
Closed -$498K – 130
2025
Q4 		$498K Sell
2,553
-10,742
-81% -$2.56M 0.18% 81
2025
Q3 		$3.74M Sell
13,295
-4,873
-27% -$1.24M 1.53% 21
2025
Q2 		$3.97M Buy
18,168
+828
+5% +$134K 1.94% 12
2025
Q1 		$2.42M Sell
17,340
-1,813
-9% -$295K 1.58% 21
2024
Q4 		$3.19M Buy
19,153
+406
+2% +$72.1K 1.62% 18
2024
Q3 		$3.19M Buy
18,747
+1,295
+7% +$188K 1.66% 15
2024
Q2 		$2.46M Buy
17,452
+1,034
+6% +$128K 1.42% 18
2024
Q1 		$1.91M Buy
16,418
+10,343
+170% +$1.18M 1.16% 29
2023
Q4 		$640K Sell
6,075
-7,099
-54% -$775K 0.38% 47
2023
Q3 		$1.4M Buy
13,174
+728
+6% +$84.3K 1.02% 25
2023
Q2 		$1.48M Buy
12,446
+4,791
+63% +$495K 0.97% 29
2023
Q1 		$711K Buy
7,655
+2,816
+58% +$247K 0.53% 41
2022
Q4 		$396K Buy
+4,839
New +$368K 0.31% 64
2022
Q2 		– Sell
-36,380
Closed -$3.01M – 96
2022
Q1 		$3.01M Sell
36,380
-2,742
-7% -$222K 1.94% 14
2021
Q4 		$3.41M Buy
+39,122
New +$3.67M 2.02% 14
2021
Q3 		– Sell
-18,267
Closed -$1.42M – 97
2021
Q2 		$1.42M Buy
18,267
+1,967
+12% +$154K 0.89% 35
2021
Q1 		$1.14M Buy
+16,300
New +$1.06M 0.87% 37

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

Northstar Advisory Group's ORCL Position: Q1 2026 in Review

Northstar Advisory Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,553 shares — an estimated $498K sold.

Northstar Advisory Group first reported a position in ORCL in Q1 2021 and held it in 17 quarters. The position peaked at $3.97M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Northstar Advisory Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 2,553 Oracle shares in Q1 2026, an estimated $498K.
  • Northstar Advisory Group first reported a position in Oracle in Q1 2021 and held it in 17 quarters.
  • Northstar Advisory Group's Oracle position peaked at $3.97M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Northstar Advisory Group's 13F filing for Q1 2026, filed 8 Apr 2026.