TCM
ORCL icon

Towercrest Capital Management’s Oracle ORCL Stock Holding History

Towercrest Capital Management’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 		$390K Buy
2,648
+150
+6% +$24.4K 0.06% 76
2025
Q4 		$487K Sell
2,498
-13
-0.5% -$3.1K 0.08% 68
2025
Q3 		$706K Buy
2,511
+13
+0.5% +$3.31K 0.11% 61
2025
Q2 		$546K Hold
2,498
– – 0.1% 64
2025
Q1 		$349K Hold
2,498
– – 0.07% 71
2024
Q4 		$416K Hold
2,498
– – 0.07% 76
2024
Q3 		$426K Hold
2,498
– – 0.07% 78
2024
Q2 		$353K Hold
2,498
– – 0.06% 86
2024
Q1 		$314K Hold
2,498
– – 0.05% 89
2023
Q4 		$263K Buy
2,498
+22
+0.9% +$2.4K 0.05% 92
2023
Q3 		$262K Hold
2,476
– – 0.05% 90
2023
Q2 		$295K Buy
+2,476
New +$256K 0.05% 87

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

Towercrest Capital Management's ORCL Position: Q1 2026 in Review

Towercrest Capital Management increased its Oracle (ORCL) stake by 6% in Q1 2026, buying an estimated $24.4K and bringing the position to 2,648 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #76.

Towercrest Capital Management first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $706K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Towercrest Capital Management held 2,648 shares of Oracle worth $390K as of Q1 2026.
  • Towercrest Capital Management bought 150 Oracle shares in Q1 2026, an estimated $24.4K.
  • Oracle made up 0.06% of Towercrest Capital Management's portfolio in Q1 2026, its #76 holding.
  • Towercrest Capital Management first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Towercrest Capital Management's Oracle position peaked at $706K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.