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Savvy Advisors Inc’s Oracle ORCL Stock Holding History

Savvy Advisors Inc’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 		$2.83M Buy
19,251
+3,070
+19% +$499K 0.08% 200
2025
Q4 		$3.15M Buy
16,181
+2,749
+20% +$655K 0.1% 142
2025
Q3 		$3.78M Buy
13,432
+1,800
+15% +$458K 0.17% 93
2025
Q2 		$2.54M Buy
11,632
+1,220
+12% +$197K 0.17% 90
2025
Q1 		$1.46M Buy
10,412
+944
+10% +$154K 0.15% 118
2024
Q4 		$1.58M Buy
9,468
+2,121
+29% +$377K 0.19% 92
2024
Q3 		$1.25M Buy
7,347
+687
+10% +$99.5K 0.25% 78
2024
Q2 		$940K Buy
6,660
+2,062
+45% +$256K 0.31% 79
2024
Q1 		$578K Buy
4,598
+2,137
+87% +$245K 0.33% 78
2023
Q4 		$259K Buy
+2,461
New +$269K 0.25% 126

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

Savvy Advisors Inc's ORCL Position: Q1 2026 in Review

Savvy Advisors Inc increased its Oracle (ORCL) stake by 19% in Q1 2026, buying an estimated $499K and bringing the position to 19,251 shares worth $2.83M. The position accounts for 0.08% of the portfolio, ranked #200.

Savvy Advisors Inc first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.78M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Savvy Advisors Inc held 19,251 shares of Oracle worth $2.83M as of Q1 2026.
  • Savvy Advisors Inc bought 3,070 Oracle shares in Q1 2026, an estimated $499K.
  • Oracle made up 0.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #200 holding.
  • Savvy Advisors Inc first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Savvy Advisors Inc's Oracle position peaked at $3.78M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.