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Stiles Financial Services’s Oracle ORCL Stock Holding History

Stiles Financial Services’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 		$976K Buy
6,636
+3,590
+118% +$584K 0.3% 81
2025
Q4 		$594K Buy
3,046
+1,975
+184% +$470K 0.18% 113
2025
Q3 		$301K Buy
+1,071
New +$273K 0.1% 152

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

Stiles Financial Services's ORCL Position: Q1 2026 in Review

Stiles Financial Services increased its Oracle (ORCL) stake by 118% in Q1 2026, buying an estimated $584K and bringing the position to 6,636 shares worth $976K. The position accounts for 0.3% of the portfolio, ranked #81.

Stiles Financial Services first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stiles Financial Services held 6,636 shares of Oracle worth $976K as of Q1 2026.
  • Stiles Financial Services bought 3,590 Oracle shares in Q1 2026, an estimated $584K.
  • Oracle made up 0.3% of Stiles Financial Services's portfolio in Q1 2026, its #81 holding.
  • Stiles Financial Services first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.