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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
2025
Q3 		– Sell
-200
Closed -$43.7K – 506
2025
Q2 		$43.7K Buy
+200
New +$32.3K ﹤0.01% 467
2024
Q3 		– Sell
-200
Closed -$28.2K – 419
2024
Q2 		$28.2K Buy
+200
New +$24.8K ﹤0.01% 367
2023
Q3 		– Sell
-300
Closed -$35.7K – 370
2023
Q2 		$35.7K Buy
+300
New +$31K 0.01% 350

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. 3,476 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.
  • 3,476 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.