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Stratos Wealth Advisors’s Oracle ORCL Stock Holding History

Stratos 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 		$1.2M Sell
8,167
-184
-2% -$29.9K 0.07% 247
2025
Q4 		$1.63M Sell
8,351
-554
-6% -$132K 0.08% 245
2025
Q3 		$2.5M Sell
8,905
-245
-3% -$62.4K 0.12% 180
2025
Q2 		$2M Buy
9,150
+483
+6% +$78K 0.11% 204
2025
Q1 		$1.21M Sell
8,667
-607
-7% -$98.8K 0.07% 276
2024
Q4 		$1.55M Sell
9,274
-1,976
-18% -$351K 0.07% 252
2024
Q3 		$1.92M Buy
11,250
+396
+4% +$57.4K 0.09% 246
2024
Q2 		$1.53M Buy
10,854
+1,695
+19% +$210K 0.08% 253
2024
Q1 		$1.15M Sell
9,159
-9,866
-52% -$1.13M 0.07% 302
2023
Q4 		$2.01M Buy
19,025
+1,078
+6% +$118K 0.12% 223
2023
Q3 		$1.9M Buy
17,947
+4,339
+32% +$502K 0.13% 206
2023
Q2 		$1.62M Buy
13,608
+248
+2% +$25.6K 0.11% 227
2023
Q1 		$1.24M Sell
13,360
-184
-1% -$16.1K 0.1% 244
2022
Q4 		$1.11M Sell
13,544
-208
-2% -$15.8K 0.09% 270
2022
Q3 		$840K Sell
13,752
-422
-3% -$30.9K 0.09% 269
2022
Q2 		$990K Sell
14,174
-978
-6% -$71.6K 0.09% 276
2022
Q1 		$1.25M Sell
15,152
-7,431
-33% -$602K 0.1% 237
2021
Q4 		$1.97M Buy
22,583
+5,778
+34% +$543K 0.14% 189
2021
Q3 		$1.46M Buy
16,805
+245
+1% +$21.6K 0.13% 205
2021
Q2 		$1.29M Sell
16,560
-1,832
-10% -$143K 0.11% 205
2021
Q1 		$1.29M Buy
18,392
+2,575
+16% +$167K 0.14% 185
2020
Q4 		$1.02M Sell
15,817
-260
-2% -$15.5K 0.14% 160
2020
Q3 		$960K Sell
16,077
-264
-2% -$15K 0.23% 104
2020
Q2 		$903K Buy
16,341
+6,828
+72% +$362K 0.28% 87
2020
Q1 		$460K Buy
9,513
+130
+1% +$6.71K 0.33% 75
2019
Q4 		$497K Sell
9,383
-329
-3% -$18.1K 0.28% 77
2019
Q3 		$534K Sell
9,712
-45
-0.5% -$2.49K 0.2% 107
2019
Q2 		$556K Buy
9,757
+702
+8% +$38K 0.22% 99
2019
Q1 		$486K Buy
9,055
+1,018
+13% +$51.9K 0.26% 100
2018
Q4 		$363K Buy
+8,037
New +$385K 0.24% 123

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

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

Stratos Wealth Advisors reduced its Oracle (ORCL) stake by 2.2% in Q1 2026, selling an estimated $29.9K and leaving 8,167 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #247.

Stratos Wealth Advisors first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.5M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stratos Wealth Advisors held 8,167 shares of Oracle worth $1.2M as of Q1 2026.
  • Stratos Wealth Advisors sold 184 Oracle shares in Q1 2026, an estimated $29.9K.
  • Oracle made up 0.07% of Stratos Wealth Advisors's portfolio in Q1 2026, its #247 holding.
  • Stratos Wealth Advisors first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's Oracle position peaked at $2.5M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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