PFG
ORCL icon

PAX Financial Group’s Oracle ORCL Stock Holding History

PAX 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 		$222K Sell
1,508
-1,687
-53% -$274K 0.04% 184
2025
Q4 		$623K Buy
3,195
+28
+0.9% +$6.67K 0.11% 109
2025
Q3 		$891K Sell
3,167
-1,219
-28% -$310K 0.16% 92
2025
Q2 		$959K Sell
4,386
-2,152
-33% -$348K 0.18% 92
2025
Q1 		$914K Sell
6,538
-374
-5% -$60.9K 0.16% 108
2024
Q4 		$1.15M Buy
6,912
+597
+9% +$106K 0.21% 90
2024
Q3 		$1.08M Buy
6,315
+871
+16% +$126K 0.19% 102
2024
Q2 		$769K Buy
5,444
+73
+1% +$9.06K 0.15% 127
2024
Q1 		$675K Buy
5,371
+21
+0.4% +$2.4K 0.14% 146
2023
Q4 		$624K Buy
5,350
+460
+9% +$50.2K 0.13% 159
2023
Q3 		$518K Sell
4,890
-20
-0.4% -$2.31K 0.12% 151
2023
Q2 		$585K Sell
4,910
-1,034
-17% -$107K 0.13% 140
2023
Q1 		$552K Sell
5,944
-477
-7% -$41.8K 0.13% 137
2022
Q4 		$525K Sell
6,421
-1,404
-18% -$107K 0.13% 125
2022
Q3 		$478K Sell
7,825
-231
-3% -$16.9K 0.12% 139
2022
Q2 		$563K Sell
8,056
-2,653
-25% -$194K 0.14% 121
2022
Q1 		$886K Sell
10,709
-86
-0.8% -$6.96K 0.21% 80
2021
Q4 		$941K Sell
10,795
-318
-3% -$29.9K 0.21% 73
2021
Q3 		$968K Sell
11,113
-300
-3% -$26.5K 0.24% 61
2021
Q2 		$888K Sell
11,413
-71
-0.6% -$5.56K 0.22% 61
2021
Q1 		$806K Buy
11,484
+1,826
+19% +$118K 0.23% 60
2020
Q4 		$625K Buy
9,658
+234
+2% +$13.9K 0.2% 63
2020
Q3 		$563K Buy
9,424
+1,038
+12% +$59K 0.2% 57
2020
Q2 		$463K Buy
8,386
+1,014
+14% +$53.7K 0.18% 68
2020
Q1 		$391K Buy
7,372
+2,211
+43% +$114K 0.17% 76
2019
Q4 		$286K Buy
+5,161
New +$284K 0.12% 100

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

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

PAX Financial Group reduced its Oracle (ORCL) stake by 53% in Q1 2026, selling an estimated $274K and leaving 1,508 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #184.

PAX Financial Group first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • PAX Financial Group held 1,508 shares of Oracle worth $222K as of Q1 2026.
  • PAX Financial Group sold 1,687 Oracle shares in Q1 2026, an estimated $274K.
  • Oracle made up 0.04% of PAX Financial Group's portfolio in Q1 2026, its #184 holding.
  • PAX Financial Group first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • PAX Financial Group's Oracle position peaked at $1.15M in Q4 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.