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Symphony Financial’s Oracle ORCL Stock Holding History

Symphony Financial’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 		$3.44M Buy
23,835
+3,084
+15% +$501K 0.46% 56
2025
Q4 		$4.07M Sell
20,751
-6,010
-22% -$1.43M 0.55% 50
2025
Q3 		$7.65M Sell
26,761
-3,631
-12% -$925K 0.93% 34
2025
Q2 		$6.51M Buy
30,392
+16,484
+119% +$2.66M 0.85% 33
2025
Q1 		$1.72M Sell
13,908
-12,131
-47% -$1.98M 1.02% 25
2024
Q4 		$4.68M Buy
26,039
+5,075
+24% +$902K 0.74% 39
2024
Q3 		$3.53M Buy
20,964
+4,789
+30% +$694K 0.58% 45
2024
Q2 		$2.29M Buy
16,175
+85
+0.5% +$10.6K 0.42% 56
2024
Q1 		$2.02M Buy
16,090
+8,404
+109% +$962K 0.47% 55
2023
Q4 		$818K Buy
7,686
+1,561
+25% +$170K 0.18% 100
2023
Q3 		$652K Sell
6,125
-198
-3% -$22.9K 0.16% 99
2023
Q2 		$743K Sell
6,323
-1,102
-15% -$114K 0.18% 102
2023
Q1 		$673K Buy
7,425
+447
+6% +$39.2K 0.17% 104
2022
Q4 		$592K Sell
6,978
-2,612
-27% -$199K 0.16% 118
2022
Q3 		$589K Sell
9,590
-464
-5% -$34K 0.19% 115
2022
Q2 		$696K Sell
10,054
-512
-5% -$37.5K 0.21% 97
2022
Q1 		$853K Buy
10,566
+2,280
+28% +$185K 0.2% 95
2021
Q4 		$729K Buy
8,286
+4,292
+107% +$403K 0.2% 90
2021
Q3 		$364K Buy
+3,994
New +$353K 0.13% 117

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

Symphony Financial's ORCL Position: Q1 2026 in Review

Symphony Financial increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $501K and bringing the position to 23,835 shares worth $3.44M. The position accounts for 0.46% of the portfolio, ranked #56.

Symphony Financial first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.65M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Symphony Financial held 23,835 shares of Oracle worth $3.44M as of Q1 2026.
  • Symphony Financial bought 3,084 Oracle shares in Q1 2026, an estimated $501K.
  • Oracle made up 0.46% of Symphony Financial's portfolio in Q1 2026, its #56 holding.
  • Symphony Financial first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Symphony Financial's Oracle position peaked at $7.65M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Symphony Financial's 13F filing for Q1 2026, filed 1 May 2026.