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TFB Advisors’s Oracle ORCL Stock Holding History

TFB 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 		$1.1M Sell
7,473
-804
-10% -$131K 0.58% 42
2025
Q4 		$1.61M Buy
8,277
+2,669
+48% +$635K 0.45% 51
2025
Q3 		$1.68M Sell
5,608
-943
-14% -$240K 0.49% 48
2025
Q2 		$1.43M Buy
6,551
+422
+7% +$68.1K 0.38% 64
2025
Q1 		$857K Buy
6,129
+256
+4% +$41.7K 0.25% 98
2024
Q4 		$979K Buy
5,873
+451
+8% +$80.1K 0.28% 81
2024
Q3 		$924K Buy
5,422
+11
+0.2% +$1.59K 0.27% 84
2024
Q2 		$764K Sell
5,411
-30
-0.6% -$3.73K 0.25% 91
2024
Q1 		$624K Buy
5,441
+781
+17% +$89.4K 0.23% 100
2023
Q4 		$491K Sell
4,660
-584
-11% -$63.7K 0.25% 90
2023
Q3 		$555K Buy
5,244
+137
+3% +$15.9K 0.68% 42
2023
Q2 		$608K Buy
+5,107
New +$528K 0.26% 90

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

TFB Advisors's ORCL Position: Q1 2026 in Review

TFB Advisors reduced its Oracle (ORCL) stake by 9.7% in Q1 2026, selling an estimated $131K and leaving 7,473 shares worth $1.1M. The position accounts for 0.58% of the portfolio, ranked #42.

TFB Advisors first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.68M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • TFB Advisors held 7,473 shares of Oracle worth $1.1M as of Q1 2026.
  • TFB Advisors sold 804 Oracle shares in Q1 2026, an estimated $131K.
  • Oracle made up 0.58% of TFB Advisors's portfolio in Q1 2026, its #42 holding.
  • TFB Advisors first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • TFB Advisors's Oracle position peaked at $1.68M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.