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Phillips Financial Management’s Oracle ORCL Stock Holding History

Phillips Financial Management’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 		$217K Sell
1,473
-363
-20% -$59K 0.02% 185
2025
Q4 		$358K Buy
1,836
+81
+5% +$19.3K 0.02% 158
2025
Q3 		$494K Buy
1,755
+227
+15% +$57.8K 0.03% 149
2025
Q2 		$334K Buy
+1,528
New +$247K 0.02% 157

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

Phillips Financial Management's ORCL Position: Q1 2026 in Review

Phillips Financial Management reduced its Oracle (ORCL) stake by 20% in Q1 2026, selling an estimated $59K and leaving 1,473 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #185.

Phillips Financial Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $494K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Phillips Financial Management held 1,473 shares of Oracle worth $217K as of Q1 2026.
  • Phillips Financial Management sold 363 Oracle shares in Q1 2026, an estimated $59K.
  • Oracle made up 0.02% of Phillips Financial Management's portfolio in Q1 2026, its #185 holding.
  • Phillips Financial Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Phillips Financial Management's Oracle position peaked at $494K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.