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Strategic Investment Advisors’s Oracle ORCL Stock Holding History

Strategic 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 		$1.61M Buy
11,509
+7,797
+210% +$1.27M 0.11% 93
2025
Q4 		$724K Sell
3,712
-424
-10% -$101K 0.06% 127
2025
Q3 		$1.16M Buy
4,136
+1,135
+38% +$289K 0.1% 90
2025
Q2 		$656K Sell
3,001
-3,924
-57% -$634K 0.06% 132
2025
Q1 		$968K Sell
6,925
-1,235
-15% -$201K 0.1% 110
2024
Q4 		$1.36M Sell
8,160
-179
-2% -$31.8K 0.14% 83
2024
Q3 		$1.42M Sell
8,339
-157
-2% -$22.7K 0.16% 86
2024
Q2 		$1.2M Sell
8,496
-662
-7% -$82.2K 0.15% 94
2024
Q1 		$1.15M Sell
9,158
-515
-5% -$58.9K 0.15% 95
2023
Q4 		$1.02M Sell
9,673
-413
-4% -$45.1K 0.15% 96
2023
Q3 		$1.07M Sell
10,086
-132
-1% -$15.3K 0.18% 85
2023
Q2 		$1.22M Buy
10,218
+2,360
+30% +$244K 0.17% 64
2023
Q1 		$730K Buy
7,858
+5,112
+186% +$448K 0.13% 122
2022
Q4 		$224K Sell
2,746
-7,384
-73% -$561K 0.05% 213
2022
Q3 		$618K Buy
10,130
+84
+0.8% +$6.15K 0.14% 113
2022
Q2 		$702K Buy
10,046
+162
+2% +$11.9K 0.14% 117
2022
Q1 		$818K Sell
9,884
-11,268
-53% -$913K 0.15% 114
2021
Q4 		$1.84M Buy
21,152
+646
+3% +$60.7K 0.36% 53
2021
Q3 		$1.79M Buy
20,506
+1,749
+9% +$154K 0.39% 50
2021
Q2 		$1.46M Buy
+18,757
New +$1.47M 0.33% 66

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 Investment Advisors's ORCL Position: Q1 2026 in Review

Strategic Investment Advisors increased its Oracle (ORCL) stake by 210% in Q1 2026, buying an estimated $1.27M and bringing the position to 11,509 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #93.

Strategic Investment Advisors first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.84M in Q4 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strategic Investment Advisors held 11,509 shares of Oracle worth $1.61M as of Q1 2026.
  • Strategic Investment Advisors bought 7,797 Oracle shares in Q1 2026, an estimated $1.27M.
  • Oracle made up 0.11% of Strategic Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • Strategic Investment Advisors first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Strategic Investment Advisors's Oracle position peaked at $1.84M in Q4 2021.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.