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Strategic Advisors’s Oracle ORCL Stock Holding History

Strategic 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 		$704K Sell
4,787
-2
-0% -$325 0.12% 119
2025
Q4 		$934K Buy
4,789
+27
+0.6% +$6.43K 0.15% 107
2025
Q3 		$1.34M Sell
4,762
-126
-3% -$32.1K 0.22% 87
2025
Q2 		$1.07M Buy
4,888
+37
+0.8% +$5.97K 0.21% 85
2025
Q1 		$678K Buy
4,851
+96
+2% +$15.6K 0.13% 115
2024
Q4 		$792K Buy
4,755
+1,012
+27% +$180K 0.14% 111
2024
Q3 		$638K Buy
3,743
+2
+0.1% +$290 0.12% 127
2024
Q2 		$528K Buy
3,741
+3
+0.1% +$373 0.1% 134
2024
Q1 		$470K Sell
3,738
-1,160
-24% -$133K 0.09% 144
2023
Q4 		$516K Buy
4,898
+49
+1% +$5.35K 0.1% 137
2023
Q3 		$514K Buy
4,849
+119
+3% +$13.8K 0.1% 136
2023
Q2 		$563K Buy
4,730
+3
+0.1% +$310 0.11% 133
2023
Q1 		$439K Buy
4,727
+2
+0% +$175 0.09% 142
2022
Q4 		$386K Buy
4,725
+4
+0.1% +$304 0.09% 141
2022
Q3 		$288K Sell
4,721
-531
-10% -$38.9K 0.06% 152
2022
Q2 		$367K Buy
5,252
+3
+0.1% +$220 0.08% 143
2022
Q1 		$434K Buy
5,249
+3
+0.1% +$243 0.08% 149
2021
Q4 		$457K Buy
5,246
+3
+0.1% +$282 0.07% 153
2021
Q3 		$456K Sell
5,243
-58
-1% -$5.12K 0.1% 137
2021
Q2 		$412K Buy
5,301
+63
+1% +$4.93K 0.11% 124
2021
Q1 		$367K Buy
5,238
+2
+0% +$129 0.11% 119
2020
Q4 		$330K Sell
5,236
-167
-3% -$9.94K 0.1% 123
2020
Q3 		$321K Buy
5,403
+3
+0.1% +$170 0.11% 120
2020
Q2 		$302K Sell
5,400
-296
-5% -$15.7K 0.11% 115
2020
Q1 		$297K Sell
5,696
-3,290
-37% -$170K 0.13% 116
2019
Q4 		$476K Sell
8,986
-429
-5% -$23.6K 0.17% 112
2019
Q3 		$518K Sell
9,415
-90
-0.9% -$4.97K 0.19% 101
2019
Q2 		$541K Buy
9,505
+4
+0% +$216 0.21% 90
2019
Q1 		$510K Buy
9,501
+4
+0% +$204 0.2% 97
2018
Q4 		$429K Buy
9,497
+3
+0% +$144 0.19% 93
2018
Q3 		$489K Buy
9,494
+4
+0% +$194 0.18% 102
2018
Q2 		$418K Buy
9,490
+4
+0% +$184 0.17% 105
2018
Q1 		$434K Buy
9,486
+4
+0% +$199 0.18% 99
2017
Q4 		$448K Sell
9,482
-1,801
-16% -$88.3K 0.18% 102
2017
Q3 		$546K Buy
11,283
+4
+0% +$199 0.24% 96
2017
Q2 		$566K Buy
11,279
+4
+0% +$182 0.26% 88
2017
Q1 		$503K Sell
11,275
-997
-8% -$41.5K 0.24% 89
2016
Q4 		$472K Buy
12,272
+4
+0% +$156 0.25% 88
2016
Q3 		$482K Sell
12,268
-197
-2% -$8.03K 0.27% 92
2016
Q2 		$510K Buy
12,465
+261
+2% +$10.4K 0.29% 90
2016
Q1 		$499K Buy
12,204
+502
+4% +$18.6K 0.28% 95
2015
Q4 		$427K Buy
11,702
+3
+0% +$115 0.28% 89
2015
Q3 		$423K Buy
11,699
+91
+0.8% +$3.5K 0.29% 89
2015
Q2 		$468K Sell
11,608
-752
-6% -$32.6K 0.3% 91
2015
Q1 		$501K Buy
12,360
+386
+3% +$16.7K 0.32% 93
2014
Q4 		$538K Sell
11,974
-386
-3% -$15.7K 0.35% 95
2014
Q3 		$473K Hold
12,360
– – 0.31% 94
2014
Q2 		$501K Buy
12,360
+75
+0.6% +$3.09K 0.32% 93
2014
Q1 		$503K Buy
12,285
+564
+5% +$21.5K 0.34% 90
2013
Q4 		$448K Sell
11,721
-300
-2% -$10.3K 0.3% 96
2013
Q3 		$399K Sell
12,021
-368
-3% -$11.9K 0.33% 89
2013
Q2 		$373K Buy
+12,389
New +$411K 0.33% 86

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

Strategic Advisors's ORCL Position: Q1 2026 in Review

Strategic Advisors reduced its Oracle (ORCL) stake by 0.04% in Q1 2026, selling an estimated $325 and leaving 4,787 shares worth $704K. The position accounts for 0.12% of the portfolio, ranked #119.

Strategic Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.34M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strategic Advisors held 4,787 shares of Oracle worth $704K as of Q1 2026.
  • Strategic Advisors sold 2 Oracle shares in Q1 2026, an estimated $325.
  • Oracle made up 0.12% of Strategic Advisors's portfolio in Q1 2026, its #119 holding.
  • Strategic Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Strategic Advisors's Oracle position peaked at $1.34M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.