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Sulzberger Capital Advisors’s Oracle ORCL Stock Holding History

Sulzberger Capital 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 		– Sell
-1,350
Closed -$263K – 51
2025
Q4 		$263K Hold
1,350
– – 0.27% 44
2025
Q3 		$380K Hold
1,350
– – 0.42% 33
2025
Q2 		$295K Buy
+1,350
New +$218K 0.35% 41
2025
Q1 		– Sell
-1,410
Closed -$235K – 58
2024
Q4 		$235K Buy
+1,410
New +$250K 0.27% 54

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

Sulzberger Capital Advisors's ORCL Position: Q1 2026 in Review

Sulzberger Capital Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,350 shares — an estimated $263K sold.

Sulzberger Capital Advisors first reported a position in ORCL in Q4 2024 and held it in 4 quarters. The position peaked at $380K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sulzberger Capital Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Sulzberger Capital Advisors sold 1,350 Oracle shares in Q1 2026, an estimated $263K.
  • Sulzberger Capital Advisors first reported a position in Oracle in Q4 2024 and held it in 4 quarters.
  • Sulzberger Capital Advisors's Oracle position peaked at $380K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.