Tilia Fiduciary Partners’s Oracle ORCL Stock Holding History

Tilia Fiduciary Partners’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	$244K	Sell	1,656 -11,178	-87%	-$1.82M	0.13%	107
2025 Q4	$2.5M	Sell	12,834 -446	-3%	-$106K	1.38%	25
2025 Q3	$3.73M	Sell	13,280 -221	-2%	-$56.3K	2.16%	9
2025 Q2	$2.95M	Buy	13,501 +939	+7%	+$152K	1.8%	13
2025 Q1	$1.76M	Buy	+12,562	New	+$2.05M	1.17%	34
2023 Q3	–	Sell	-410	Closed	-$48.8K	–	350
2023 Q2	$48.8K	Buy	410 +4	+1%	+$414	0.04%	215
2023 Q1	$37.7K	Hold	406	–	–	0.04%	240
2022 Q4	$33.2K	Hold	406	–	–	0.03%	241
2022 Q3	$25K	Hold	406	–	–	0.03%	263
2022 Q2	$29K	Hold	406	–	–	0.03%	258
2022 Q1	$34K	Sell	406 -60	-13%	-$4.86K	0.03%	253
2021 Q4	$41K	Buy	+466	New	+$43.8K	0.03%	242

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilia Fiduciary Partners's ORCL Position: Q1 2026 in Review

Tilia Fiduciary Partners reduced its Oracle (ORCL) stake by 87% in Q1 2026, selling an estimated $1.82M and leaving 1,656 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #107.

Tilia Fiduciary Partners first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.73M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Tilia Fiduciary Partners held 1,656 shares of Oracle worth $244K as of Q1 2026.
Tilia Fiduciary Partners sold 11,178 Oracle shares in Q1 2026, an estimated $1.82M.
Oracle made up 0.13% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #107 holding.
Tilia Fiduciary Partners first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
Tilia Fiduciary Partners's Oracle position peaked at $3.73M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.