Tilson Financial Group’s Oracle ORCL Stock Holding History

Tilson Financial Group’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	$505K	Hold	3,435	–	–	0.15%	56
2025 Q4	$670K	Hold	3,435	–	–	0.21%	49
2025 Q3	$966K	Hold	3,435	–	–	0.32%	39
2025 Q2	$751K	Hold	3,435	–	–	0.28%	38
2025 Q1	$480K	Hold	3,435	–	–	0.19%	53
2024 Q4	$572K	Buy	3,435 +375	+12%	+$66.6K	0.23%	48
2024 Q3	$521K	Hold	3,060	–	–	0.23%	53
2024 Q2	$432K	Hold	3,060	–	–	0.44%	28
2024 Q1	$384K	Hold	3,060	–	–	0.21%	53
2023 Q4	$323K	Hold	3,060	–	–	0.21%	51
2023 Q3	$324K	Hold	3,060	–	–	0.25%	54
2023 Q2	$364K	Hold	3,060	–	–	0.62%	23
2023 Q1	$284K	Sell	3,060 -24	-0.8%	-$2.1K	0.23%	50
2022 Q4	$252K	Buy	+3,084	New	+$234K	0.21%	54

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

Tilson Financial Group's ORCL Position: Q1 2026 in Review

Tilson Financial Group held its Oracle (ORCL) position steady in Q1 2026 at 3,435 shares worth $505K. The position accounts for 0.15% of the portfolio, ranked #56.

Tilson Financial Group first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $966K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Tilson Financial Group held 3,435 shares of Oracle worth $505K as of Q1 2026.
Tilson Financial Group left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.15% of Tilson Financial Group's portfolio in Q1 2026, its #56 holding.
Tilson Financial Group first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Tilson Financial Group's Oracle position peaked at $966K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.