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Spectrum Financial Alliance’s Oracle ORCL Stock Holding History

Spectrum Financial Alliance’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 		$291K Hold
1,978
– – 0.06% 23
2025
Q4 		$386K Sell
1,978
-900
-31% -$214K 0.08% 18
2025
Q3 		$809K Hold
2,878
– – 0.2% 14
2025
Q2 		$727K Buy
+2,878
New +$465K 0.2% 13

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

Spectrum Financial Alliance's ORCL Position: Q1 2026 in Review

Spectrum Financial Alliance held its Oracle (ORCL) position steady in Q1 2026 at 1,978 shares worth $291K. The position accounts for 0.06% of the portfolio, ranked #23.

Spectrum Financial Alliance first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $809K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Spectrum Financial Alliance held 1,978 shares of Oracle worth $291K as of Q1 2026.
  • Spectrum Financial Alliance left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.06% of Spectrum Financial Alliance's portfolio in Q1 2026, its #23 holding.
  • Spectrum Financial Alliance first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Spectrum Financial Alliance's Oracle position peaked at $809K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Spectrum Financial Alliance's 13F filing for Q1 2026, filed 1 May 2026.