PRI
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Prepared Retirement Institute’s Oracle ORCL Stock Holding History

Prepared Retirement Institute’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 		– Sell
-2,392
Closed -$466K – 83
2025
Q4 		$466K Hold
2,392
– – 0.23% 51
2025
Q3 		$673K Buy
2,392
+1
+0% +$255 0.35% 35
2025
Q2 		$523K Buy
2,391
+440
+23% +$71.1K 0.31% 42
2025
Q1 		$273K Buy
1,951
+1
+0.1% +$163 0.17% 71
2024
Q4 		$325K Buy
1,950
+150
+8% +$26.6K 0.19% 56
2024
Q3 		$307K Hold
1,800
– – 0.19% 57
2024
Q2 		$254K Buy
1,800
+100
+6% +$12.4K 0.17% 68
2024
Q1 		$214K Buy
+1,700
New +$195K 0.16% 64

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

Prepared Retirement Institute's ORCL Position: Q1 2026 in Review

Prepared Retirement Institute sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,392 shares — an estimated $466K sold.

Prepared Retirement Institute first reported a position in ORCL in Q1 2024 and held it in 8 quarters. The position peaked at $673K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Prepared Retirement Institute reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Prepared Retirement Institute sold 2,392 Oracle shares in Q1 2026, an estimated $466K.
  • Prepared Retirement Institute first reported a position in Oracle in Q1 2024 and held it in 8 quarters.
  • Prepared Retirement Institute's Oracle position peaked at $673K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.