PS
ORCL icon

Principal Securities’s Oracle ORCL Stock Holding History

Principal Securities’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 		$6.35M Sell
43,156
-946
-2% -$154K 0.09% 206
2025
Q4 		$8.6M Sell
44,102
-5,497
-11% -$1.31M 0.13% 152
2025
Q3 		$13.9M Sell
49,599
-11,306
-19% -$2.88M 0.23% 78
2025
Q2 		$13.3M Buy
60,905
+21,064
+53% +$3.4M 0.25% 77
2025
Q1 		$6.64M Hold
39,841
– – 0.15% 136
2024
Q4 		$6.64M Buy
39,841
+4,322
+12% +$768K 0.15% 135
2024
Q3 		$6.05M Buy
35,519
+7,811
+28% +$1.13M 0.15% 133
2024
Q2 		$3.91M Buy
27,708
+5,139
+23% +$638K 0.11% 172
2024
Q1 		$2.83M Buy
22,569
+3,609
+19% +$413K 0.09% 211
2023
Q4 		$2M Buy
+18,960
New +$2.07M 0.07% 248

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

Principal Securities's ORCL Position: Q1 2026 in Review

Principal Securities reduced its Oracle (ORCL) stake by 2.1% in Q1 2026, selling an estimated $154K and leaving 43,156 shares worth $6.35M. The position accounts for 0.09% of the portfolio, ranked #206.

Principal Securities first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.9M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Principal Securities held 43,156 shares of Oracle worth $6.35M as of Q1 2026.
  • Principal Securities sold 946 Oracle shares in Q1 2026, an estimated $154K.
  • Oracle made up 0.09% of Principal Securities's portfolio in Q1 2026, its #206 holding.
  • Principal Securities first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Oracle position peaked at $13.9M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.