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ORBA Wealth Advisors’s Oracle ORCL Stock Holding History

ORBA Wealth 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 		– Sell
-1,098
Closed -$214K – 77
2025
Q4 		$214K Buy
+1,098
New +$261K 0.19% 76
2025
Q2 		– Sell
-2,684
Closed -$375K – 96
2025
Q1 		$375K Hold
2,684
– – 0.19% 76
2024
Q4 		$447K Hold
2,684
– – 0.23% 68
2024
Q3 		$457K Hold
2,684
– – 0.23% 70
2024
Q2 		$379K Buy
2,684
+483
+22% +$60K 0.2% 72
2024
Q1 		$276K Hold
2,201
– – 0.15% 84
2023
Q4 		$232K Buy
+2,201
New +$240K 0.14% 84

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

ORBA Wealth Advisors's ORCL Position: Q1 2026 in Review

ORBA Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,098 shares — an estimated $214K sold.

ORBA Wealth Advisors first reported a position in ORCL in Q4 2023 and held it in 7 quarters. The position peaked at $457K in Q3 2024. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • ORBA Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • ORBA Wealth Advisors sold 1,098 Oracle shares in Q1 2026, an estimated $214K.
  • ORBA Wealth Advisors first reported a position in Oracle in Q4 2023 and held it in 7 quarters.
  • ORBA Wealth Advisors's Oracle position peaked at $457K in Q3 2024.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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