Petix & Botte Financial’s Oracle ORCL Stock Holding History

Petix & Botte Financial’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	$331K	Sell	1,124 -1,070	-49%	-$174K	0.07%	104
2025 Q4	$428K	Hold	2,194	–	–	0.1%	90
2025 Q3	$617K	Hold	2,194	–	–	0.14%	78
2025 Q2	$480K	Hold	2,194	–	–	0.12%	85
2025 Q1	$307K	Hold	2,194	–	–	0.08%	101
2024 Q4	$366K	Hold	2,194	–	–	0.1%	99
2024 Q3	$374K	Hold	2,194	–	–	0.1%	88
2024 Q2	$310K	Buy	+2,194	New	+$272K	0.09%	94
2024 Q1	–	Sell	-2,194	Closed	-$231K	–	155
2023 Q4	$231K	Hold	2,194	–	–	0.07%	114
2023 Q3	$232K	Sell	2,194 -32	-1%	-$3.7K	0.07%	108
2023 Q2	$265K	Buy	+2,226	New	+$230K	0.08%	104

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petix & Botte Financial's ORCL Position: Q1 2026 in Review

Petix & Botte Financial reduced its Oracle (ORCL) stake by 49% in Q1 2026, selling an estimated $174K and leaving 1,124 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #104.

Petix & Botte Financial first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $617K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Petix & Botte Financial held 1,124 shares of Oracle worth $331K as of Q1 2026.
Petix & Botte Financial sold 1,070 Oracle shares in Q1 2026, an estimated $174K.
Oracle made up 0.07% of Petix & Botte Financial's portfolio in Q1 2026, its #104 holding.
Petix & Botte Financial first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Petix & Botte Financial's Oracle position peaked at $617K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.