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Silver Oak Securities’s Oracle ORCL Stock Holding History

Silver Oak Securities’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 		$781K Sell
5,309
-1,044
-16% -$170K 0.06% 319
2025
Q4 		$1.25M Sell
6,353
-4,648
-42% -$1.11M 0.08% 239
2025
Q3 		$3.09M Sell
11,001
-931
-8% -$237K 0.23% 97
2025
Q2 		$2.61M Buy
11,932
+5,520
+86% +$891K 0.21% 110
2025
Q1 		$903K Buy
6,412
+491
+8% +$79.9K 0.08% 256
2024
Q4 		$988K Buy
5,921
+44
+0.7% +$7.82K 0.09% 238
2024
Q3 		$959K Buy
5,877
+778
+15% +$113K 0.1% 207
2024
Q2 		$720K Buy
5,099
+219
+4% +$27.2K 0.11% 173
2024
Q1 		$613K Sell
4,880
-415
-8% -$47.5K 0.09% 198
2023
Q4 		$558K Buy
5,295
+2,834
+115% +$309K 0.07% 258
2023
Q3 		$261K Sell
2,461
-3,615
-59% -$418K 0.06% 250
2023
Q2 		$724K Buy
6,076
+592
+11% +$61.2K 0.12% 181
2023
Q1 		$510K Buy
5,484
+76
+1% +$6.66K 0.08% 193
2022
Q4 		$442K Buy
5,408
+2,947
+120% +$224K 0.08% 176
2022
Q3 		$261K Sell
2,461
-2,741
-53% -$201K 0.06% 250
2022
Q2 		$390K Sell
5,202
-341
-6% -$25K 0.09% 159
2022
Q1 		$448K Buy
+5,543
New +$449K 0.09% 174

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

Silver Oak Securities's ORCL Position: Q1 2026 in Review

Silver Oak Securities reduced its Oracle (ORCL) stake by 16% in Q1 2026, selling an estimated $170K and leaving 5,309 shares worth $781K. The position accounts for 0.06% of the portfolio, ranked #319.

Silver Oak Securities first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.09M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Silver Oak Securities held 5,309 shares of Oracle worth $781K as of Q1 2026.
  • Silver Oak Securities sold 1,044 Oracle shares in Q1 2026, an estimated $170K.
  • Oracle made up 0.06% of Silver Oak Securities's portfolio in Q1 2026, its #319 holding.
  • Silver Oak Securities first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Oracle position peaked at $3.09M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.