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Perennial Investment Advisors’s Oracle ORCL Stock Holding History

Perennial Investment 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 		$1.47M Buy
10,020
+491
+5% +$79.8K 0.12% 147
2025
Q4 		$1.86M Sell
9,529
-98
-1% -$23.3K 0.15% 123
2025
Q3 		$2.71M Buy
9,627
+245
+3% +$62.4K 0.22% 89
2025
Q2 		$2.05M Buy
9,382
+232
+3% +$37.5K 0.2% 101
2025
Q1 		$1.28M Buy
9,150
+2,989
+49% +$487K 0.14% 131
2024
Q4 		$1.03M Buy
6,161
+239
+4% +$42.5K 0.12% 146
2024
Q3 		$1.01M Sell
5,922
-166
-3% -$24K 0.13% 135
2024
Q2 		$860K Buy
6,088
+46
+0.8% +$5.71K 0.12% 137
2024
Q1 		$759K Buy
6,042
+537
+10% +$61.5K 0.12% 148
2023
Q4 		$580K Buy
5,505
+494
+10% +$53.9K 0.1% 163
2023
Q3 		$531K Sell
5,011
-354
-7% -$41K 0.1% 167
2023
Q2 		$639K Buy
5,365
+200
+4% +$20.7K 0.11% 153
2023
Q1 		$480K Buy
+5,165
New +$453K 0.09% 180

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

Perennial Investment Advisors's ORCL Position: Q1 2026 in Review

Perennial Investment Advisors increased its Oracle (ORCL) stake by 5.2% in Q1 2026, buying an estimated $79.8K and bringing the position to 10,020 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #147.

Perennial Investment Advisors first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.71M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Perennial Investment Advisors held 10,020 shares of Oracle worth $1.47M as of Q1 2026.
  • Perennial Investment Advisors bought 491 Oracle shares in Q1 2026, an estimated $79.8K.
  • Oracle made up 0.12% of Perennial Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • Perennial Investment Advisors first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's Oracle position peaked at $2.71M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.