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Resurgent Financial Advisors’s Oracle ORCL Stock Holding History

Resurgent 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 		$362K Buy
2,459
+19
+0.8% +$3.09K 0.13% 182
2025
Q4 		$476K Sell
2,440
-45
-2% -$10.7K 0.24% 122
2025
Q3 		$699K Sell
2,485
-483
-16% -$123K 0.34% 79
2025
Q2 		$649K Buy
2,968
+1,137
+62% +$184K 0.36% 74
2025
Q1 		$256K Sell
1,831
-3,487
-66% -$568K 0.15% 152
2024
Q4 		$886K Buy
5,318
+2,877
+118% +$511K 0.52% 54
2024
Q3 		$416K Sell
2,441
-234
-9% -$33.9K 0.24% 121
2024
Q2 		$378K Buy
2,675
+10
+0.4% +$1.24K 0.23% 123
2024
Q1 		$335K Buy
2,665
+20
+0.8% +$2.29K 0.18% 144
2023
Q4 		$279K Buy
2,645
+90
+4% +$9.82K 0.17% 137
2023
Q3 		$271K Sell
2,555
-429
-14% -$49.7K 0.18% 121
2023
Q2 		$355K Sell
2,984
-184
-6% -$19K 0.23% 97
2023
Q1 		$294K Sell
3,168
-541
-15% -$47.4K 0.2% 110
2022
Q4 		$303K Sell
3,709
-60
-2% -$4.56K 0.16% 141
2022
Q3 		$230K Buy
3,769
+391
+12% +$28.6K 0.15% 169
2022
Q2 		$236K Buy
3,378
+148
+5% +$10.8K 0.15% 158
2022
Q1 		$267K Buy
3,230
+510
+19% +$41.3K 0.17% 141
2021
Q4 		$237K Buy
+2,720
New +$255K 0.19% 106

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

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

Resurgent Financial Advisors increased its Oracle (ORCL) stake by 0.78% in Q1 2026, buying an estimated $3.09K and bringing the position to 2,459 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #182.

Resurgent Financial Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $886K in Q4 2024. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Resurgent Financial Advisors held 2,459 shares of Oracle worth $362K as of Q1 2026.
  • Resurgent Financial Advisors bought 19 Oracle shares in Q1 2026, an estimated $3.09K.
  • Oracle made up 0.13% of Resurgent Financial Advisors's portfolio in Q1 2026, its #182 holding.
  • Resurgent Financial Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's Oracle position peaked at $886K in Q4 2024.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.