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Schear Investment Advisers’s Oracle ORCL Stock Holding History

Schear Investment Advisers’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 		– Sell
-15,893
Closed -$3.1M – 81
2025
Q4 		$3.1M Buy
15,893
+1,532
+11% +$365K 1.33% 24
2025
Q3 		$4.04M Buy
14,361
+4
+0% +$1.02K 1.8% 15
2025
Q2 		$3.14M Buy
14,357
+621
+5% +$100K 1.55% 18
2025
Q1 		$1.92M Buy
13,736
+4,599
+50% +$749K 1.11% 28
2024
Q4 		$1.52M Buy
9,137
+1,714
+23% +$304K 0.81% 36
2024
Q3 		$1.26M Buy
+7,423
New +$1.08M 0.78% 47

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

Schear Investment Advisers's ORCL Position: Q1 2026 in Review

Schear Investment Advisers sold out of Oracle (ORCL) in Q1 2026, closing a stake of 15,893 shares — an estimated $3.1M sold.

Schear Investment Advisers first reported a position in ORCL in Q3 2024 and held it in 6 quarters. The position peaked at $4.04M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Schear Investment Advisers reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Schear Investment Advisers sold 15,893 Oracle shares in Q1 2026, an estimated $3.1M.
  • Schear Investment Advisers first reported a position in Oracle in Q3 2024 and held it in 6 quarters.
  • Schear Investment Advisers's Oracle position peaked at $4.04M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.