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Souders Financial Advisors’s Oracle ORCL Stock Holding History

Souders Financial 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 		$638K Buy
4,334
+768
+22% +$125K 0.07% 124
2025
Q4 		$695K Buy
3,566
+247
+7% +$58.8K 0.08% 115
2025
Q3 		$934K Buy
3,319
+864
+35% +$220K 0.11% 90
2025
Q2 		$537K Buy
2,455
+575
+31% +$92.8K 0.07% 128
2025
Q1 		$263K Buy
1,880
+532
+39% +$86.6K 0.04% 159
2024
Q4 		$225K Buy
1,348
+100
+8% +$17.8K 0.03% 169
2024
Q3 		$213K Buy
+1,248
New +$181K 0.03% 168

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

Souders Financial Advisors's ORCL Position: Q1 2026 in Review

Souders Financial Advisors increased its Oracle (ORCL) stake by 22% in Q1 2026, buying an estimated $125K and bringing the position to 4,334 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #124.

Souders Financial Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $934K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Souders Financial Advisors held 4,334 shares of Oracle worth $638K as of Q1 2026.
  • Souders Financial Advisors bought 768 Oracle shares in Q1 2026, an estimated $125K.
  • Oracle made up 0.07% of Souders Financial Advisors's portfolio in Q1 2026, its #124 holding.
  • Souders Financial Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Souders Financial Advisors's Oracle position peaked at $934K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.