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Strata Wealth Advisors’s Oracle ORCL Stock Holding History

Strata Wealth 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 		$292K Buy
1,986
+46
+2% +$7.48K 0.08% 75
2025
Q4 		$378K Buy
1,940
+20
+1% +$4.76K 0.11% 58
2025
Q3 		$540K Buy
1,920
+24
+1% +$6.11K 0.14% 57
2025
Q2 		$415K Sell
1,896
-567
-23% -$91.6K 0.11% 55
2025
Q1 		$344K Sell
2,463
-9
-0.4% -$1.47K 0.11% 57
2024
Q4 		$412K Buy
2,472
+20
+0.8% +$3.55K 0.13% 54
2024
Q3 		$418K Buy
2,452
+42
+2% +$6.08K 0.13% 52
2024
Q2 		$340K Buy
2,410
+800
+50% +$99.3K 0.12% 54
2024
Q1 		$202K Buy
+1,610
New +$184K 0.07% 73

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

Strata Wealth Advisors's ORCL Position: Q1 2026 in Review

Strata Wealth Advisors increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $7.48K and bringing the position to 1,986 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #75.

Strata Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $540K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strata Wealth Advisors held 1,986 shares of Oracle worth $292K as of Q1 2026.
  • Strata Wealth Advisors bought 46 Oracle shares in Q1 2026, an estimated $7.48K.
  • Oracle made up 0.08% of Strata Wealth Advisors's portfolio in Q1 2026, its #75 holding.
  • Strata Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Strata Wealth Advisors's Oracle position peaked at $540K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.