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Richardson Financial Services’s Oracle ORCL Stock Holding History

Richardson Financial Services’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 		$60.5K Sell
411
-1,578
-79% -$257K 0.04% 274
2025
Q4 		$388K Sell
1,989
-256
-11% -$61K 0.13% 101
2025
Q3 		$631K Sell
2,245
-20
-0.9% -$5.09K 0.39% 64
2025
Q2 		$496K Buy
2,265
+2,210
+4,018% +$357K 0.33% 86
2025
Q1 		$7.69K Hold
55
– – 0.01% 421
2024
Q4 		$9.18K Buy
+55
New +$9.77K 0.01% 405

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

Richardson Financial Services's ORCL Position: Q1 2026 in Review

Richardson Financial Services reduced its Oracle (ORCL) stake by 79% in Q1 2026, selling an estimated $257K and leaving 411 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #274.

Richardson Financial Services first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $631K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Richardson Financial Services held 411 shares of Oracle worth $60.5K as of Q1 2026.
  • Richardson Financial Services sold 1,578 Oracle shares in Q1 2026, an estimated $257K.
  • Oracle made up 0.04% of Richardson Financial Services's portfolio in Q1 2026, its #274 holding.
  • Richardson Financial Services first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Richardson Financial Services's Oracle position peaked at $631K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.