RGF
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Retirement Guys Formula’s Oracle ORCL Stock Holding History

Retirement Guys Formula’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 		– Sell
-8,561
Closed -$1.67M – 177
2025
Q4 		$1.67M Buy
8,561
+96
+1% +$22.9K 0.76% 52
2025
Q3 		$2.38M Sell
8,465
-1,717
-17% -$437K 0.84% 34
2025
Q2 		$2.23M Buy
10,182
+773
+8% +$125K 0.85% 35
2025
Q1 		$1.32M Buy
+9,409
New +$1.53M 0.65% 61

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

Retirement Guys Formula's ORCL Position: Q1 2026 in Review

Retirement Guys Formula sold out of Oracle (ORCL) in Q1 2026, closing a stake of 8,561 shares — an estimated $1.67M sold.

Retirement Guys Formula first reported a position in ORCL in Q1 2025 and held it in 4 quarters. The position peaked at $2.38M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Retirement Guys Formula reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Retirement Guys Formula sold 8,561 Oracle shares in Q1 2026, an estimated $1.67M.
  • Retirement Guys Formula first reported a position in Oracle in Q1 2025 and held it in 4 quarters.
  • Retirement Guys Formula's Oracle position peaked at $2.38M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.