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Phoenix Financial’s Oracle ORCL Stock Holding History

Phoenix 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 		$27.4M Sell
186,459
-8,002
-4% -$1.3M 0.26% 58
2025
Q4 		$37.9M Sell
194,461
-22,309
-10% -$5.31M 0.41% 47
2025
Q3 		$59.5M Sell
216,770
-307,300
-59% -$78.3M 0.73% 37
2025
Q2 		$115M Sell
524,070
-437,420
-45% -$70.6M 1.51% 20
2025
Q1 		$134M Buy
961,490
+377,917
+65% +$61.5M 2.06% 16
2024
Q4 		$97.2M Sell
583,573
-20,431
-3% -$3.63M 1.33% 26
2024
Q3 		$103M Sell
604,004
-176,144
-23% -$25.5M 1.52% 19
2024
Q2 		$110M Sell
780,148
-490,899
-39% -$61M 1.68% 17
2024
Q1 		$160M Buy
1,271,047
+188,012
+17% +$21.5M 2.21% 10
2023
Q4 		$128M Buy
1,083,035
+317,178
+41% +$34.6M 2.12% 12
2023
Q3 		$81.1M Buy
765,857
+697,977
+1,028% +$80.8M 1.49% 21
2023
Q2 		$8.01M Buy
67,880
+63,044
+1,304% +$6.52M 0.16% 65
2023
Q1 		$434K Buy
+4,836
New +$424K 0.01% 224
2020
Q2 		– Sell
-30,106
Closed -$1.42M – 347
2020
Q1 		$1.42M Sell
30,106
-529,894
-95% -$27.3M 0.07% 178
2019
Q4 		$29.5M Sell
560,000
-24,526
-4% -$1.35M 1.23% 22
2019
Q3 		$30.7M Buy
+584,526
New +$32.3M 1.45% 15

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's ORCL Position: Q1 2026 in Review

Phoenix Financial reduced its Oracle (ORCL) stake by 4.1% in Q1 2026, selling an estimated $1.3M and leaving 186,459 shares worth $27.4M. The position accounts for 0.26% of the portfolio, ranked #58.

Phoenix Financial first reported a position in ORCL in Q3 2019 and has held it in 16 quarters since. The position peaked at $160M in Q1 2024. 3,485 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Phoenix Financial held 186,459 shares of Oracle worth $27.4M as of Q1 2026.
  • Phoenix Financial sold 8,002 Oracle shares in Q1 2026, an estimated $1.3M.
  • Oracle made up 0.26% of Phoenix Financial's portfolio in Q1 2026, its #58 holding.
  • Phoenix Financial first reported a position in Oracle in Q3 2019 and has held it in 16 quarters since.
  • Phoenix Financial's Oracle position peaked at $160M in Q1 2024.
  • 3,485 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.