PFA
ORCL icon

Pure Financial Advisors’s Oracle ORCL Stock Holding History

Pure 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 		$6.52M Sell
44,350
-85
-0.2% -$13.8K 0.09% 99
2025
Q4 		$8.66M Sell
44,435
-10,349
-19% -$2.46M 0.13% 84
2025
Q3 		$15.4M Buy
54,784
+1,071
+2% +$273K 0.25% 58
2025
Q2 		$11.7M Buy
53,713
+41,101
+326% +$6.64M 0.21% 63
2025
Q1 		$1.76M Buy
12,612
+207
+2% +$33.7K 0.04% 134
2024
Q4 		$2.07M Buy
12,405
+647
+6% +$115K 0.05% 116
2024
Q3 		$2M Buy
11,758
+154
+1% +$22.3K 0.05% 118
2024
Q2 		$1.64M Buy
11,604
+306
+3% +$38K 0.05% 120
2024
Q1 		$1.42M Buy
11,298
+1,170
+12% +$134K 0.04% 129
2023
Q4 		$1.07M Buy
10,128
+2,167
+27% +$237K 0.04% 141
2023
Q3 		$843K Buy
7,961
+398
+5% +$46.1K 0.03% 137
2023
Q2 		$901K Sell
7,563
-21
-0.3% -$2.17K 0.04% 133
2023
Q1 		$705K Buy
7,584
+470
+7% +$41.2K 0.03% 140
2022
Q4 		$582K Buy
7,114
+869
+14% +$66K 0.03% 148
2022
Q3 		$381K Sell
6,245
-559
-8% -$40.9K 0.02% 169
2022
Q2 		$475K Sell
6,804
-73
-1% -$5.34K 0.03% 160
2022
Q1 		$569K Buy
+6,877
New +$557K 0.03% 143

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

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

Pure Financial Advisors reduced its Oracle (ORCL) stake by 0.19% in Q1 2026, selling an estimated $13.8K and leaving 44,350 shares worth $6.52M. The position accounts for 0.09% of the portfolio, ranked #99.

Pure Financial Advisors first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pure Financial Advisors held 44,350 shares of Oracle worth $6.52M as of Q1 2026.
  • Pure Financial Advisors sold 85 Oracle shares in Q1 2026, an estimated $13.8K.
  • Oracle made up 0.09% of Pure Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Pure Financial Advisors first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Pure Financial Advisors's Oracle position peaked at $15.4M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.