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Safeguard Investment Advisory Group’s Oracle ORCL Stock Holding History

Safeguard Investment Advisory Group’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 		$248K Buy
1,686
+10
+0.6% +$1.63K 0.07% 113
2025
Q4 		$327K Sell
1,676
-158
-9% -$37.6K 0.08% 94
2025
Q3 		$516K Sell
1,834
-135
-7% -$34.4K 0.13% 74
2025
Q2 		$430K Buy
1,969
+252
+15% +$40.7K 0.11% 83
2025
Q1 		$240K Sell
1,717
-44
-2% -$7.16K 0.07% 117
2024
Q4 		$293K Sell
1,761
-201
-10% -$35.7K 0.08% 88
2024
Q3 		$334K Buy
1,962
+239
+14% +$34.6K 0.1% 76
2024
Q2 		$243K Sell
1,723
-37
-2% -$4.59K 0.08% 90
2024
Q1 		$221K Buy
+1,760
New +$201K 0.08% 94
2023
Q3 		– Sell
-1,719
Closed -$205K – 102
2023
Q2 		$205K Buy
+1,719
New +$178K 0.09% 93
2021
Q1 		– Sell
-2,507
Closed -$162K – 501
2020
Q4 		$162K Buy
+2,507
New +$149K 0.14% 85

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

Safeguard Investment Advisory Group's ORCL Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its Oracle (ORCL) stake by 0.6% in Q1 2026, buying an estimated $1.63K and bringing the position to 1,686 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #113.

Safeguard Investment Advisory Group first reported a position in ORCL in Q4 2020 and has held it in 11 quarters since. The position peaked at $516K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Safeguard Investment Advisory Group held 1,686 shares of Oracle worth $248K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 10 Oracle shares in Q1 2026, an estimated $1.63K.
  • Oracle made up 0.07% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #113 holding.
  • Safeguard Investment Advisory Group first reported a position in Oracle in Q4 2020 and has held it in 11 quarters since.
  • Safeguard Investment Advisory Group's Oracle position peaked at $516K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.