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Operose Advisors’s Oracle ORCL Stock Holding History

Operose 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 		$85K Buy
578
+256
+80% +$41.6K 0.02% 235
2025
Q4 		$62.8K Buy
322
+8
+3% +$1.91K 0.01% 260
2025
Q3 		$88.3K Hold
314
– – 0.02% 210
2025
Q2 		$68.7K Hold
314
– – 0.02% 206
2025
Q1 		$43.9K Buy
314
+105
+50% +$17.1K 0.01% 220
2024
Q4 		$34.8K Sell
209
-10,314
-98% -$1.83M 0.01% 238
2024
Q3 		$1.79M Hold
10,523
– – 0.58% 22
2024
Q2 		$1.49M Hold
10,523
– – 0.53% 23
2024
Q1 		$1.32M Hold
10,523
– – 0.45% 28
2023
Q4 		$1.11M Hold
10,523
– – 0.44% 25
2023
Q3 		$1.11M Hold
10,523
– – 0.44% 26
2023
Q2 		$1.25M Buy
10,523
+8,989
+586% +$929K 0.57% 23
2023
Q1 		$143K Buy
1,534
+1,398
+1,028% +$123K 0.07% 93
2022
Q4 		$11.1K Buy
+136
New +$10.3K 0.01% 269
2022
Q3 		– Sell
-295
Closed -$21K – 347
2022
Q2 		$21K Hold
295
– – 0.01% 198
2022
Q1 		$24K Hold
295
– – 0.02% 197
2021
Q4 		$26K Buy
+295
New +$27.7K 0.02% 186

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

Operose Advisors's ORCL Position: Q1 2026 in Review

Operose Advisors increased its Oracle (ORCL) stake by 80% in Q1 2026, buying an estimated $41.6K and bringing the position to 578 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #235.

Operose Advisors first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.79M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Operose Advisors held 578 shares of Oracle worth $85K as of Q1 2026.
  • Operose Advisors bought 256 Oracle shares in Q1 2026, an estimated $41.6K.
  • Oracle made up 0.02% of Operose Advisors's portfolio in Q1 2026, its #235 holding.
  • Operose Advisors first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Operose Advisors's Oracle position peaked at $1.79M in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.