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SFMG Wealth Advisors’s Oracle ORCL Stock Holding History

SFMG Wealth 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 		$419K Sell
2,845
-44
-2% -$7.15K 0.03% 210
2025
Q4 		$563K Sell
2,889
-27
-0.9% -$6.43K 0.04% 171
2025
Q3 		$820K Buy
2,916
+75
+3% +$19.1K 0.06% 122
2025
Q2 		$621K Buy
2,841
+1,018
+56% +$164K 0.05% 132
2025
Q1 		$255K Sell
1,823
-1,015
-36% -$165K 0.02% 222
2024
Q4 		$473K Sell
2,838
-752
-21% -$134K 0.04% 156
2024
Q3 		$612K Buy
3,590
+50
+1% +$7.24K 0.05% 124
2024
Q2 		$500K Sell
3,540
-356
-9% -$44.2K 0.04% 136
2024
Q1 		$489K Buy
3,896
+465
+14% +$53.2K 0.04% 145
2023
Q4 		$362K Sell
3,431
-115
-3% -$12.6K 0.03% 171
2023
Q3 		$376K Buy
3,546
+1,337
+61% +$155K 0.04% 159
2023
Q2 		$263K Sell
2,209
-781
-26% -$80.8K 0.03% 192
2023
Q1 		$278K Buy
2,990
+367
+14% +$32.2K 0.03% 189
2022
Q4 		$214K Sell
2,623
-23,319
-90% -$1.77M 0.02% 219
2022
Q3 		$1.66M Sell
25,942
-33
-0.1% -$2.42K 0.19% 64
2022
Q2 		$1.81M Buy
25,975
+2,238
+9% +$164K 0.21% 60
2022
Q1 		$1.96M Sell
23,737
-397
-2% -$32.2K 0.19% 65
2021
Q4 		$2.1M Buy
24,134
+977
+4% +$91.7K 0.2% 65
2021
Q3 		$2.02M Sell
23,157
-117
-0.5% -$10.3K 0.22% 60
2021
Q2 		$1.81M Buy
23,274
+206
+0.9% +$16.1K 0.2% 60
2021
Q1 		$1.62M Buy
+23,068
New +$1.49M 0.19% 62
2020
Q1 		– Sell
-4,845
Closed -$257K – 168
2019
Q4 		$257K Buy
4,845
+31
+0.6% +$1.71K 0.03% 140
2019
Q3 		$265K Hold
4,814
– – 0.04% 125
2019
Q2 		$282K Buy
4,814
+3
+0.1% +$162 0.04% 120
2019
Q1 		$258K Buy
4,811
+10
+0.2% +$509 0.04% 122
2018
Q4 		$217K Hold
4,801
– – 0.04% 123
2018
Q3 		$234K Buy
+4,801
New +$233K 0.04% 119

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

SFMG Wealth Advisors's ORCL Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Oracle (ORCL) stake by 1.5% in Q1 2026, selling an estimated $7.15K and leaving 2,845 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #210.

SFMG Wealth Advisors first reported a position in ORCL in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.1M in Q4 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SFMG Wealth Advisors held 2,845 shares of Oracle worth $419K as of Q1 2026.
  • SFMG Wealth Advisors sold 44 Oracle shares in Q1 2026, an estimated $7.15K.
  • Oracle made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #210 holding.
  • SFMG Wealth Advisors first reported a position in Oracle in Q3 2018 and has held it in 27 quarters since.
  • SFMG Wealth Advisors's Oracle position peaked at $2.1M in Q4 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.