O'Donnell Financial Services’s Oracle ORCL Stock Holding History

O'Donnell Financial Services’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	$384K	Buy	2,612 +401	+18%	+$65.2K	0.13%	44
2025 Q4	$431K	Hold	2,211	–	–	0.15%	41
2025 Q3	$622K	Buy	2,211 +15	+0.7%	+$3.82K	0.22%	36
2025 Q2	$480K	Hold	2,196	–	–	0.18%	35
2025 Q1	$307K	Hold	2,196	–	–	0.13%	40
2024 Q4	$369K	Hold	2,196	–	–	0.15%	33
2024 Q3	$374K	Hold	2,196	–	–	0.15%	35
2024 Q2	$310K	Hold	2,196	–	–	0.14%	34
2024 Q1	$276K	Buy	2,196 +102	+5%	+$11.7K	0.13%	36
2023 Q4	$221K	Hold	2,094	–	–	0.11%	36
2023 Q3	$222K	Hold	2,094	–	–	0.12%	26
2023 Q2	$249K	Buy	+2,094	New	+$217K	0.15%	18

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

O'Donnell Financial Services's ORCL Position: Q1 2026 in Review

O'Donnell Financial Services increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $65.2K and bringing the position to 2,612 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #44.

O'Donnell Financial Services first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $622K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

O'Donnell Financial Services held 2,612 shares of Oracle worth $384K as of Q1 2026.
O'Donnell Financial Services bought 401 Oracle shares in Q1 2026, an estimated $65.2K.
Oracle made up 0.13% of O'Donnell Financial Services's portfolio in Q1 2026, its #44 holding.
O'Donnell Financial Services first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
O'Donnell Financial Services's Oracle position peaked at $622K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.