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ROI Financial Advisors’s Oracle ORCL Stock Holding History

ROI 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 		$301K Buy
2,044
+247
+14% +$40.1K 0.18% 56
2025
Q4 		$350K Buy
1,797
+612
+52% +$146K 0.2% 52
2025
Q3 		$333K Buy
1,185
+134
+13% +$34.1K 0.2% 53
2025
Q2 		$230K Buy
+1,051
New +$170K 0.15% 65

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

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

ROI Financial Advisors increased its Oracle (ORCL) stake by 14% in Q1 2026, buying an estimated $40.1K and bringing the position to 2,044 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #56.

ROI Financial Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • ROI Financial Advisors held 2,044 shares of Oracle worth $301K as of Q1 2026.
  • ROI Financial Advisors bought 247 Oracle shares in Q1 2026, an estimated $40.1K.
  • Oracle made up 0.18% of ROI Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • ROI Financial Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • ROI Financial Advisors's Oracle position peaked at $350K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.