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Private Advisory Group’s Oracle ORCL Stock Holding History

Private Advisory Group’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 		$430K Sell
2,922
-2,173
-43% -$353K 0.03% 211
2025
Q4 		$993K Sell
5,095
-38,677
-88% -$9.21M 0.08% 120
2025
Q3 		$12.3M Sell
43,772
-23,015
-34% -$5.86M 1.01% 28
2025
Q2 		$14.6M Sell
66,787
-28,974
-30% -$4.68M 1.32% 17
2025
Q1 		$13.4M Buy
95,761
+87,738
+1,094% +$14.3M 1.5% 16
2024
Q4 		$1.34M Buy
+8,023
New +$1.43M 0.15% 97

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

Private Advisory Group's ORCL Position: Q1 2026 in Review

Private Advisory Group reduced its Oracle (ORCL) stake by 43% in Q1 2026, selling an estimated $353K and leaving 2,922 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #211.

Private Advisory Group first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.6M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Private Advisory Group held 2,922 shares of Oracle worth $430K as of Q1 2026.
  • Private Advisory Group sold 2,173 Oracle shares in Q1 2026, an estimated $353K.
  • Oracle made up 0.03% of Private Advisory Group's portfolio in Q1 2026, its #211 holding.
  • Private Advisory Group first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Private Advisory Group's Oracle position peaked at $14.6M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.