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Spectrum Investment Advisors’s Oracle ORCL Stock Holding History

Spectrum Investment 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 		$1.48M Buy
10,068
+12
+0.1% +$1.95K 0.74% 16
2025
Q4 		$1.96M Buy
+10,056
New +$2.39M 0.98% 15

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 Investment Advisors's ORCL Position: Q1 2026 in Review

Spectrum Investment Advisors increased its Oracle (ORCL) stake by 0.12% in Q1 2026, buying an estimated $1.95K and bringing the position to 10,068 shares worth $1.48M. The position accounts for 0.74% of the portfolio, ranked #16.

Spectrum Investment Advisors first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.96M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Spectrum Investment Advisors held 10,068 shares of Oracle worth $1.48M as of Q1 2026.
  • Spectrum Investment Advisors bought 12 Oracle shares in Q1 2026, an estimated $1.95K.
  • Oracle made up 0.74% of Spectrum Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Spectrum Investment Advisors first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Spectrum Investment Advisors's Oracle position peaked at $1.96M in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Spectrum Investment Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.