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Prospect Financial Services’s Oracle ORCL Stock Holding History

Prospect Financial Services’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 		$2.38M Buy
16,201
+9,895
+157% +$1.61M 1.46% 21
2025
Q4 		$1.23M Buy
6,306
+5,430
+620% +$1.29M 0.71% 31
2025
Q3 		$246K Buy
+876
New +$223K 0.14% 86
2025
Q2 		– Sell
-2,750
Closed -$385K – 114
2025
Q1 		$385K Buy
2,750
+1,495
+119% +$243K 0.21% 72
2024
Q4 		$209K Buy
+1,255
New +$223K 0.11% 107

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

Prospect Financial Services's ORCL Position: Q1 2026 in Review

Prospect Financial Services increased its Oracle (ORCL) stake by 157% in Q1 2026, buying an estimated $1.61M and bringing the position to 16,201 shares worth $2.38M. The position accounts for 1.46% of the portfolio, ranked #21.

Prospect Financial Services first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Prospect Financial Services held 16,201 shares of Oracle worth $2.38M as of Q1 2026.
  • Prospect Financial Services bought 9,895 Oracle shares in Q1 2026, an estimated $1.61M.
  • Oracle made up 1.46% of Prospect Financial Services's portfolio in Q1 2026, its #21 holding.
  • Prospect Financial Services first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Prospect Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.