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Oxford Financial Group’s Oracle ORCL Stock Holding History

Oxford Financial 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 		$1.24M Buy
8,413
+1,912
+29% +$311K 0.07% 83
2025
Q4 		$1.27M Sell
6,501
-47
-0.7% -$11.2K 0.07% 73
2025
Q3 		$1.84M Buy
6,548
+231
+4% +$58.8K 0.1% 64
2025
Q2 		$1.38M Buy
6,317
+64
+1% +$10.3K 0.08% 65
2025
Q1 		$874K Sell
6,253
-254
-4% -$41.4K 0.06% 89
2024
Q4 		$1.08M Sell
6,507
-166
-2% -$29.5K 0.07% 87
2024
Q3 		$1.14M Sell
6,673
-1,119
-14% -$162K 0.07% 85
2024
Q2 		$1.1M Sell
7,792
-935
-11% -$116K 0.07% 84
2024
Q1 		$1.1M Buy
8,727
+115
+1% +$13.2K 0.08% 75
2023
Q4 		$908K Sell
8,612
-98
-1% -$10.7K 0.07% 88
2023
Q3 		$923K Sell
8,710
-685
-7% -$79.3K 0.08% 80
2023
Q2 		$1.12M Buy
9,395
+2,348
+33% +$243K 0.11% 68
2023
Q1 		$655K Buy
7,047
+1
+0% +$88 0.07% 89
2022
Q4 		$576K Buy
7,046
+1,578
+29% +$120K 0.07% 97
2022
Q3 		$334K Sell
5,468
-142
-3% -$10.4K 0.05% 127
2022
Q2 		$392K Buy
5,610
+142
+3% +$10.4K 0.06% 125
2022
Q1 		$452K Buy
5,468
+254
+5% +$20.6K 0.06% 124
2021
Q4 		$455K Hold
5,214
– – 0.05% 130
2021
Q3 		$454K Sell
5,214
-6,035
-54% -$533K 0.06% 121
2021
Q2 		$876K Sell
11,249
-10
-0.1% -$783 0.12% 83
2021
Q1 		$790K Buy
11,259
+10
+0.1% +$647 0.11% 81
2020
Q4 		$728K Hold
11,249
– – 0.11% 82
2020
Q3 		$672K Sell
11,249
-1,316
-10% -$74.8K 0.11% 81
2020
Q2 		$694K Sell
12,565
-673
-5% -$35.7K 0.12% 73
2020
Q1 		$640K Buy
+13,238
New +$683K 0.13% 74

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

Oxford Financial Group's ORCL Position: Q1 2026 in Review

Oxford Financial Group increased its Oracle (ORCL) stake by 29% in Q1 2026, buying an estimated $311K and bringing the position to 8,413 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #83.

Oxford Financial Group first reported a position in ORCL in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.84M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Oxford Financial Group held 8,413 shares of Oracle worth $1.24M as of Q1 2026.
  • Oxford Financial Group bought 1,912 Oracle shares in Q1 2026, an estimated $311K.
  • Oracle made up 0.07% of Oxford Financial Group's portfolio in Q1 2026, its #83 holding.
  • Oxford Financial Group first reported a position in Oracle in Q1 2020 and has held it in 25 quarters since.
  • Oxford Financial Group's Oracle position peaked at $1.84M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.