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Phoenix Wealth Advisors’s Oracle ORCL Stock Holding History

Phoenix Wealth 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
2026
Q1 		$624K Sell
4,242
-146
-3% -$23.7K 0.25% 71
2025
Q4 		$855K Sell
4,388
-26
-0.6% -$6.19K 0.33% 63
2025
Q3 		$1.24M Sell
4,414
-39
-0.9% -$9.93K 0.48% 47
2025
Q2 		$974K Buy
4,453
+5
+0.1% +$807 0.41% 55
2025
Q1 		$622K Sell
4,448
-27
-0.6% -$4.4K 0.27% 67
2024
Q4 		$746K Buy
4,475
+21
+0.5% +$3.73K 0.32% 60
2024
Q3 		$759K Sell
4,454
-50
-1% -$7.24K 0.35% 60
2024
Q2 		$636K Buy
4,504
+315
+8% +$39.1K 0.32% 65
2024
Q1 		$526K Sell
4,189
-39
-0.9% -$4.46K 0.32% 63
2023
Q4 		$440K Sell
4,228
-54
-1% -$5.89K 0.31% 58
2023
Q3 		$454K Buy
4,282
+40
+0.9% +$4.63K 0.27% 49
2023
Q2 		$505K Sell
4,242
-1,646
-28% -$170K 0.29% 50
2023
Q1 		$547K Sell
5,888
-81
-1% -$7.1K 0.34% 44
2022
Q4 		$488K Buy
5,969
+246
+4% +$18.7K 0.29% 48
2022
Q3 		$350K Sell
5,723
-13
-0.2% -$952 0.35% 65
2022
Q2 		$401K Buy
5,736
+383
+7% +$28K 0.4% 50
2022
Q1 		$440K Buy
5,353
+343
+7% +$27.8K 0.45% 56
2021
Q4 		$437K Sell
5,010
-813
-14% -$76.3K 0.33% 69
2021
Q3 		$507K Buy
5,823
+43
+0.7% +$3.8K 0.38% 65
2021
Q2 		$480K Buy
5,780
+388
+7% +$30.4K 0.35% 69
2021
Q1 		$387K Buy
5,392
+835
+18% +$54.1K 0.3% 67
2020
Q4 		$295K Buy
+4,557
New +$271K 0.22% 76

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 Wealth Advisors's ORCL Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its Oracle (ORCL) stake by 3.3% in Q1 2026, selling an estimated $23.7K and leaving 4,242 shares worth $624K. The position accounts for 0.25% of the portfolio, ranked #71.

Phoenix Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Phoenix Wealth Advisors held 4,242 shares of Oracle worth $624K as of Q1 2026.
  • Phoenix Wealth Advisors sold 146 Oracle shares in Q1 2026, an estimated $23.7K.
  • Oracle made up 0.25% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Phoenix Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Oracle position peaked at $1.24M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.