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Sound View Wealth Advisors Group’s Oracle ORCL Stock Holding History

Sound View Wealth Advisors Group’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 		$3.42M Sell
23,233
-596
-3% -$96.9K 0.23% 95
2025
Q4 		$4.64M Buy
23,829
+186
+0.8% +$44.3K 0.31% 74
2025
Q3 		$6.65M Buy
23,643
+210
+0.9% +$53.5K 0.46% 54
2025
Q2 		$5.12M Buy
23,433
+13
+0.1% +$2.1K 0.38% 65
2025
Q1 		$3.27M Buy
23,420
+730
+3% +$119K 0.27% 85
2024
Q4 		$3.78M Sell
22,690
-88
-0.4% -$15.6K 0.3% 71
2024
Q3 		$3.88M Buy
22,778
+2,250
+11% +$326K 0.32% 73
2024
Q2 		$2.9M Buy
20,528
+165
+0.8% +$20.5K 0.3% 74
2024
Q1 		$2.56M Sell
20,363
-2,229
-10% -$255K 0.27% 88
2023
Q4 		$2.38M Sell
22,592
-284
-1% -$31K 0.26% 92
2023
Q3 		$2.42M Buy
22,876
+2,362
+12% +$273K 0.3% 83
2023
Q2 		$2.44M Sell
20,514
-2,612
-11% -$270K 0.32% 74
2023
Q1 		$2.15M Buy
23,126
+534
+2% +$46.8K 0.29% 83
2022
Q4 		$2.38M Buy
22,592
+6,805
+43% +$517K 0.26% 92
2022
Q3 		$964K Sell
15,787
-2,524
-14% -$185K 0.22% 106
2022
Q2 		$1.28M Sell
18,311
-29
-0.2% -$2.12K 0.27% 93
2022
Q1 		$1.52M Buy
18,340
+32
+0.2% +$2.59K 0.29% 87
2021
Q4 		$1.6M Sell
18,308
-82
-0.4% -$7.7K 0.3% 87
2021
Q3 		$1.6M Buy
18,390
+971
+6% +$85.8K 0.33% 78
2021
Q2 		$1.36M Buy
17,419
+89
+0.5% +$6.97K 0.29% 91
2021
Q1 		$1.22M Buy
17,330
+37
+0.2% +$2.4K 0.28% 89
2020
Q4 		$1.12M Buy
17,293
+997
+6% +$59.4K 0.27% 92
2020
Q3 		$973K Sell
16,296
-151
-0.9% -$8.58K 0.26% 95
2020
Q2 		$909K Buy
16,447
+678
+4% +$35.9K 0.26% 98
2020
Q1 		$762K Sell
15,769
-239
-1% -$12.3K 0.26% 93
2019
Q4 		$848K Sell
16,008
-3,045
-16% -$168K 0.24% 103
2019
Q3 		$1.05M Sell
19,053
-858
-4% -$47.4K 0.31% 90
2019
Q2 		$1.13M Buy
+19,911
New +$1.08M 0.34% 84

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

Sound View Wealth Advisors Group's ORCL Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Oracle (ORCL) stake by 2.5% in Q1 2026, selling an estimated $96.9K and leaving 23,233 shares worth $3.42M. The position accounts for 0.23% of the portfolio, ranked #95.

Sound View Wealth Advisors Group first reported a position in ORCL in Q2 2019 and has held it in 28 quarters since. The position peaked at $6.65M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sound View Wealth Advisors Group held 23,233 shares of Oracle worth $3.42M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 596 Oracle shares in Q1 2026, an estimated $96.9K.
  • Oracle made up 0.23% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #95 holding.
  • Sound View Wealth Advisors Group first reported a position in Oracle in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Oracle position peaked at $6.65M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.