Satovsky Asset Management’s Oracle ORCL Stock Holding History

Satovsky Asset Management’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	$212K	Buy	1,439 +4	+0.3%	+$650	0.04%	71
2025 Q4	$280K	Buy	1,435 +2	+0.1%	+$476	0.05%	58
2025 Q3	$403K	Buy	1,433 +3	+0.2%	+$764	0.08%	35
2025 Q2	$313K	Sell	1,430 -47	-3%	-$7.59K	0.07%	42
2025 Q1	$210K	Sell	1,477 -24	-2%	-$3.91K	0.05%	52
2024 Q4	$250K	Sell	1,501 -70	-4%	-$12.4K	0.06%	43
2024 Q3	$268K	Buy	1,571 +150	+11%	+$21.7K	0.06%	41
2024 Q2	$201K	Buy	+1,421	New	+$176K	0.05%	50

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Satovsky Asset Management's ORCL Position: Q1 2026 in Review

Satovsky Asset Management increased its Oracle (ORCL) stake by 0.28% in Q1 2026, buying an estimated $650 and bringing the position to 1,439 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #71.

Satovsky Asset Management first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $403K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Satovsky Asset Management held 1,439 shares of Oracle worth $212K as of Q1 2026.
Satovsky Asset Management bought 4 Oracle shares in Q1 2026, an estimated $650.
Oracle made up 0.04% of Satovsky Asset Management's portfolio in Q1 2026, its #71 holding.
Satovsky Asset Management first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
Satovsky Asset Management's Oracle position peaked at $403K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.