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Smartleaf Asset Management’s Oracle ORCL Stock Holding History

Smartleaf 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 		$3.81M Buy
27,417
+1,563
+6% +$254K 0.14% 131
2025
Q4 		$5.1M Buy
25,854
+1,997
+8% +$475K 0.19% 89
2025
Q3 		$6.75M Buy
23,857
+6,362
+36% +$1.62M 0.42% 47
2025
Q2 		$3.68M Sell
17,495
-2,464
-12% -$398K 0.32% 60
2025
Q1 		$2.81M Buy
19,959
+1,119
+6% +$182K 0.27% 74
2024
Q4 		$3.14M Buy
18,840
+1,410
+8% +$250K 0.32% 63
2024
Q3 		$2.94M Buy
17,430
+5,170
+42% +$749K 0.36% 57
2024
Q2 		$1.72M Buy
12,260
+3,956
+48% +$491K 0.28% 76
2024
Q1 		$1.04M Buy
8,304
+4,157
+100% +$476K 0.2% 121
2023
Q4 		$437K Buy
+4,147
New +$453K 0.12% 180

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

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

Smartleaf Asset Management increased its Oracle (ORCL) stake by 6% in Q1 2026, buying an estimated $254K and bringing the position to 27,417 shares worth $3.81M. The position accounts for 0.14% of the portfolio, ranked #131.

Smartleaf Asset Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.75M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Smartleaf Asset Management held 27,417 shares of Oracle worth $3.81M as of Q1 2026.
  • Smartleaf Asset Management bought 1,563 Oracle shares in Q1 2026, an estimated $254K.
  • Oracle made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #131 holding.
  • Smartleaf Asset Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Oracle position peaked at $6.75M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.