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Tobias Financial Advisors’s Oracle ORCL Stock Holding History

Tobias Financial 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 		$206K Sell
1,401
-78
-5% -$12.7K 0.03% 138
2025
Q4 		$288K Sell
1,479
-184
-11% -$43.8K 0.04% 111
2025
Q3 		$468K Sell
1,663
-97
-6% -$24.7K 0.07% 89
2025
Q2 		$385K Buy
1,760
+101
+6% +$16.3K 0.07% 90
2025
Q1 		$232K Buy
1,659
+11
+0.7% +$1.79K 0.05% 103
2024
Q4 		$275K Buy
1,648
+173
+12% +$30.7K 0.06% 91
2024
Q3 		$251K Sell
1,475
-139
-9% -$20.1K 0.05% 92
2024
Q2 		$228K Buy
+1,614
New +$200K 0.05% 93

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

Tobias Financial Advisors's ORCL Position: Q1 2026 in Review

Tobias Financial Advisors reduced its Oracle (ORCL) stake by 5.3% in Q1 2026, selling an estimated $12.7K and leaving 1,401 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #138.

Tobias Financial Advisors first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $468K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tobias Financial Advisors held 1,401 shares of Oracle worth $206K as of Q1 2026.
  • Tobias Financial Advisors sold 78 Oracle shares in Q1 2026, an estimated $12.7K.
  • Oracle made up 0.03% of Tobias Financial Advisors's portfolio in Q1 2026, its #138 holding.
  • Tobias Financial Advisors first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Tobias Financial Advisors's Oracle position peaked at $468K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.