TAFW
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Tred Avon Family Wealth’s Oracle ORCL Stock Holding History

Tred Avon Family Wealth’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 		$944K Sell
6,414
-364
-5% -$59.2K 0.31% 87
2025
Q4 		$1.32M Sell
6,778
-7
-0.1% -$1.67K 0.43% 56
2025
Q3 		$1.91M Buy
+6,785
New +$1.73M 0.66% 32

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

Tred Avon Family Wealth's ORCL Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its Oracle (ORCL) stake by 5.4% in Q1 2026, selling an estimated $59.2K and leaving 6,414 shares worth $944K. The position accounts for 0.31% of the portfolio, ranked #87.

Tred Avon Family Wealth first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tred Avon Family Wealth held 6,414 shares of Oracle worth $944K as of Q1 2026.
  • Tred Avon Family Wealth sold 364 Oracle shares in Q1 2026, an estimated $59.2K.
  • Oracle made up 0.31% of Tred Avon Family Wealth's portfolio in Q1 2026, its #87 holding.
  • Tred Avon Family Wealth first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Oracle position peaked at $1.91M in Q3 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.