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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
2024
Q1 		– Sell
-19,900
Closed -$2.1K – 461
2023
Q4 		$2.1K Buy
+19,900
New +$2.17M ﹤0.01% 339

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

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. 3,475 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.
  • 3,475 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.