RS
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R Squared’s Oracle ORCL Stock Holding History

R Squared’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 		$399K Buy
+2,712
New +$441K 0.22% 131
2025
Q2 		– Sell
-2,750
Closed -$384K – 544
2025
Q1 		$384K Buy
2,750
+2,600
+1,733% +$423K 0.41% 80
2024
Q4 		$25K Buy
+150
New +$26.6K 0.02% 783

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

R Squared's ORCL Position: Q1 2026 in Review

R Squared opened a new position in Oracle (ORCL) in Q1 2026: 2,712 shares worth $399K. The stake represents 0.22% of the portfolio and ranks #131 among its holdings. This is a return to the name: R Squared previously reported a position in ORCL as recently as Q1 2025.

R Squared first reported a position in ORCL in Q4 2024 and has held it in 3 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • R Squared held 2,712 shares of Oracle worth $399K as of Q1 2026.
  • Oracle was a new R Squared position in Q1 2026.
  • Oracle made up 0.22% of R Squared's portfolio in Q1 2026, its #131 holding.
  • R Squared first reported a position in Oracle in Q4 2024 and has held it in 3 quarters since.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.