PFA
ORCL icon

Plotkin Financial Advisors’s Oracle ORCL Stock Holding History

Plotkin Financial 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 		$1.33M Buy
9,032
+16
+0.2% +$2.6K 0.67% 32
2025
Q4 		$1.76M Sell
9,016
-24
-0.3% -$5.71K 0.86% 27
2025
Q3 		$2.54M Buy
9,040
+33
+0.4% +$8.4K 1.26% 20
2025
Q2 		$1.97M Buy
9,007
+249
+3% +$40.2K 1.09% 21
2025
Q1 		$1.22M Buy
8,758
+123
+1% +$20K 0.75% 29
2024
Q4 		$1.44M Buy
8,635
+162
+2% +$28.8K 0.85% 30
2024
Q3 		$1.44M Buy
8,473
+1,268
+18% +$184K 0.86% 30
2024
Q2 		$1.02M Buy
7,205
+308
+4% +$38.2K 0.65% 34
2024
Q1 		$866K Sell
6,897
-164
-2% -$18.8K 0.57% 36
2023
Q4 		$744K Buy
7,061
+786
+13% +$85.8K 0.57% 30
2023
Q3 		$665K Hold
6,275
– – 0.59% 29
2023
Q2 		$747K Sell
6,275
-200
-3% -$20.7K 0.62% 29
2023
Q1 		$602K Buy
6,475
+100
+2% +$8.77K 0.56% 33
2022
Q4 		$521K Buy
6,375
+517
+9% +$39.3K 0.53% 34
2022
Q3 		$358K Buy
5,858
+500
+9% +$36.6K 0.36% 47
2022
Q2 		$374K Hold
5,358
– – 0.36% 44
2022
Q1 		$443K Hold
5,358
– – 0.31% 48
2021
Q4 		$467K Buy
5,358
+287
+6% +$26.9K 0.3% 53
2021
Q3 		$442K Sell
5,071
-175
-3% -$15.5K 0.26% 61
2021
Q2 		$408K Buy
5,246
+490
+10% +$38.4K 0.23% 65
2021
Q1 		$334K Hold
4,756
– – 0.2% 54
2020
Q4 		$308K Hold
4,756
– – 0.2% 48
2020
Q3 		$284K Sell
4,756
-492
-9% -$27.9K 0.31% 51
2020
Q2 		$290K Sell
5,248
-150
-3% -$7.95K 0.25% 48
2020
Q1 		$261K Hold
5,398
– – 0.32% 45
2019
Q4 		$286K Buy
+5,398
New +$297K 0.27% 52

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

Plotkin Financial Advisors's ORCL Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Oracle (ORCL) stake by 0.18% in Q1 2026, buying an estimated $2.6K and bringing the position to 9,032 shares worth $1.33M. The position accounts for 0.67% of the portfolio, ranked #32.

Plotkin Financial Advisors first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.54M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Plotkin Financial Advisors held 9,032 shares of Oracle worth $1.33M as of Q1 2026.
  • Plotkin Financial Advisors bought 16 Oracle shares in Q1 2026, an estimated $2.6K.
  • Oracle made up 0.67% of Plotkin Financial Advisors's portfolio in Q1 2026, its #32 holding.
  • Plotkin Financial Advisors first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Plotkin Financial Advisors's Oracle position peaked at $2.54M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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