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Tandem Financial’s Oracle ORCL Stock Holding History

Tandem 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 		$335K Sell
2,276
-206
-8% -$33.5K 0.11% 81
2025
Q4 		$414K Buy
2,482
+272
+12% +$64.8K 0.5% 34
2025
Q3 		$622K Sell
2,210
-229
-9% -$58.3K 0.23% 60
2025
Q2 		$533K Sell
2,439
-43
-2% -$6.94K 0.5% 34
2025
Q1 		$347K Hold
2,482
– – 0.38% 41
2024
Q4 		$414K Buy
+2,482
New +$441K 0.44% 38

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

Tandem Financial's ORCL Position: Q1 2026 in Review

Tandem Financial reduced its Oracle (ORCL) stake by 8.3% in Q1 2026, selling an estimated $33.5K and leaving 2,276 shares worth $335K. The position accounts for 0.11% of the portfolio, ranked #81.

Tandem Financial first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $622K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tandem Financial held 2,276 shares of Oracle worth $335K as of Q1 2026.
  • Tandem Financial sold 206 Oracle shares in Q1 2026, an estimated $33.5K.
  • Oracle made up 0.11% of Tandem Financial's portfolio in Q1 2026, its #81 holding.
  • Tandem Financial first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Tandem Financial's Oracle position peaked at $622K in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tandem Financial's 13F filing for Q1 2026, filed 8 May 2026.