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Paces Ferry Wealth Advisors’s Oracle ORCL Stock Holding History

Paces Ferry 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 		$795K Hold
5,407
– – 0.33% 47
2025
Q4 		$1.05M Sell
5,407
-740
-12% -$176K 0.43% 39
2025
Q3 		$1.73M Sell
6,147
-214
-3% -$54.5K 0.72% 29
2025
Q2 		$1.39M Sell
6,361
-476
-7% -$76.9K 0.64% 35
2025
Q1 		$956K Sell
6,837
-133
-2% -$21.7K 0.48% 39
2024
Q4 		$1.16M Sell
6,970
-347
-5% -$61.6K 0.56% 37
2024
Q3 		$1.25M Sell
7,317
-41
-0.6% -$5.94K 0.72% 32
2024
Q2 		$1.04M Sell
7,358
-158
-2% -$19.6K 0.63% 34
2024
Q1 		$944K Sell
7,516
-435
-5% -$49.8K 0.6% 36
2023
Q4 		$838K Sell
7,951
-174
-2% -$19K 0.58% 42
2023
Q3 		$861K Sell
8,125
-132
-2% -$15.3K 0.68% 38
2023
Q2 		$983K Buy
8,257
+64
+0.8% +$6.62K 0.74% 38
2023
Q1 		$761K Sell
8,193
-27
-0.3% -$2.37K 0.61% 42
2022
Q4 		$672K Sell
8,220
-120
-1% -$9.12K 0.65% 37
2022
Q3 		$509K Sell
8,340
-4
-0% -$293 0.56% 41
2022
Q2 		$583K Sell
8,344
-1,010
-11% -$73.9K 0.57% 40
2022
Q1 		$774K Sell
9,354
-423
-4% -$34.3K 0.62% 37
2021
Q4 		$853K Sell
9,777
-616
-6% -$57.8K 0.61% 38
2021
Q3 		$906K Sell
10,393
-279
-3% -$24.6K 0.72% 35
2021
Q2 		$831K Sell
10,672
-11
-0.1% -$861 0.64% 40
2021
Q1 		$750K Sell
10,683
-351
-3% -$22.7K 0.65% 42
2020
Q4 		$714K Sell
11,034
-82
-0.7% -$4.88K 0.65% 42
2020
Q3 		$664K Buy
+11,116
New +$631K 0.58% 38

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

Paces Ferry Wealth Advisors's ORCL Position: Q1 2026 in Review

Paces Ferry Wealth Advisors held its Oracle (ORCL) position steady in Q1 2026 at 5,407 shares worth $795K. The position accounts for 0.33% of the portfolio, ranked #47.

Paces Ferry Wealth Advisors first reported a position in ORCL in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Paces Ferry Wealth Advisors held 5,407 shares of Oracle worth $795K as of Q1 2026.
  • Paces Ferry Wealth Advisors left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.33% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Paces Ferry Wealth Advisors first reported a position in Oracle in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's Oracle position peaked at $1.73M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.