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Regal Investment Advisors’s Oracle ORCL Stock Holding History

Regal Investment 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 		$1.41M Buy
9,553
+857
+10% +$139K 0.08% 237
2025
Q4 		$1.69M Buy
8,696
+1,991
+30% +$474K 0.1% 213
2025
Q3 		$1.89M Buy
6,705
+2,079
+45% +$529K 0.12% 186
2025
Q2 		$1.01M Sell
4,626
-335
-7% -$54.1K 0.08% 233
2025
Q1 		$694K Buy
4,961
+23
+0.5% +$3.75K 0.06% 265
2024
Q4 		$823K Sell
4,938
-312
-6% -$55.4K 0.06% 250
2024
Q3 		$895K Sell
5,250
-7,873
-60% -$1.14M 0.06% 257
2024
Q2 		$1.85M Buy
13,123
+756
+6% +$93.9K 0.12% 185
2024
Q1 		$1.55M Sell
12,367
-151
-1% -$17.3K 0.11% 200
2023
Q4 		$1.32M Buy
12,518
+448
+4% +$48.9K 0.1% 195
2023
Q3 		$1.28M Buy
12,070
+3,507
+41% +$406K 0.11% 186
2023
Q2 		$1.02M Sell
8,563
-277
-3% -$28.6K 0.09% 202
2023
Q1 		$821K Buy
8,840
+30
+0.3% +$2.63K 0.07% 214
2022
Q4 		$720K Sell
8,810
-198
-2% -$15K 0.07% 223
2022
Q3 		$550K Sell
9,008
-22
-0.2% -$1.61K 0.06% 248
2022
Q2 		$631K Buy
9,030
+18
+0.2% +$1.32K 0.07% 246
2022
Q1 		$746K Buy
9,012
+48
+0.5% +$3.89K 0.07% 255
2021
Q4 		$782K Buy
8,964
+126
+1% +$11.8K 0.07% 278
2021
Q3 		$770K Buy
8,838
+33
+0.4% +$2.92K 0.07% 274
2021
Q2 		$685K Buy
+8,805
New +$689K 0.07% 282
2021
Q1 		– Sell
-7,626
Closed -$493K – 303
2020
Q4 		$493K Buy
+7,626
New +$454K 0.06% 290
2020
Q3 		– Sell
-5,235
Closed -$289K – 190
2020
Q2 		$289K Buy
+5,235
New +$277K 0.05% 251
2019
Q2 		– Sell
-41,592
Closed -$2.23M – 358
2019
Q1 		$2.23M Buy
41,592
+546
+1% +$27.8K 0.45% 66
2018
Q4 		$1.85M Buy
41,046
+1,312
+3% +$62.9K 0.41% 75
2018
Q3 		$2.05M Buy
39,734
+5,755
+17% +$280K 0.43% 72
2018
Q2 		$1.5M Sell
33,979
-7,618
-18% -$351K 0.45% 76
2018
Q1 		$1.9M Sell
41,597
-839
-2% -$41.7K 0.42% 74
2017
Q4 		$2.01M Buy
+42,436
New +$2.08M 0.45% 75
2016
Q2 		– Sell
-4,985
Closed -$204K – 257
2016
Q1 		$204K Buy
+4,985
New +$185K 0.06% 233
2015
Q4 		– Sell
-3,793
Closed -$137K – 689
2015
Q3 		$137K Buy
3,793
+1,493
+65% +$57.4K 0.04% 304
2015
Q2 		$92K Sell
2,300
-100
-4% -$4.34K 0.02% 345
2015
Q1 		$104K Buy
2,400
+1,686
+236% +$73.1K 0.03% 335
2014
Q4 		$32K Sell
714
-1,850
-72% -$75.3K 0.01% 460
2014
Q3 		$98K Sell
2,564
-613
-19% -$24.8K 0.03% 304
2014
Q2 		$129K Buy
3,177
+383
+14% +$15.8K 0.05% 249
2014
Q1 		$114K Sell
2,794
-406
-13% -$15.5K 0.05% 244
2013
Q4 		$122K Buy
3,200
+450
+16% +$15.5K 0.07% 190
2013
Q3 		$91K Sell
2,750
-248
-8% -$8.05K 0.05% 243
2013
Q2 		$92K Buy
+2,998
New +$99.5K 0.05% 240

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

Regal Investment Advisors's ORCL Position: Q1 2026 in Review

Regal Investment Advisors increased its Oracle (ORCL) stake by 9.9% in Q1 2026, buying an estimated $139K and bringing the position to 9,553 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #237.

Regal Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.23M in Q1 2019. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Regal Investment Advisors held 9,553 shares of Oracle worth $1.41M as of Q1 2026.
  • Regal Investment Advisors bought 857 Oracle shares in Q1 2026, an estimated $139K.
  • Oracle made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #237 holding.
  • Regal Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 39 quarters since.
  • Regal Investment Advisors's Oracle position peaked at $2.23M in Q1 2019.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.