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Trivant Custom Portfolio Group’s Oracle ORCL Stock Holding History

Trivant Custom Portfolio 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 		$596K Buy
4,053
+20
+0.5% +$3.25K 0.33% 69
2025
Q4 		$786K Buy
4,033
+31
+0.8% +$7.38K 0.45% 61
2025
Q3 		$1.13M Sell
4,002
-43
-1% -$10.9K 0.58% 50
2025
Q2 		$884K Buy
4,045
+836
+26% +$135K 0.49% 63
2025
Q1 		$449K Buy
+3,209
New +$522K 0.26% 70

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

Trivant Custom Portfolio Group's ORCL Position: Q1 2026 in Review

Trivant Custom Portfolio Group increased its Oracle (ORCL) stake by 0.5% in Q1 2026, buying an estimated $3.25K and bringing the position to 4,053 shares worth $596K. The position accounts for 0.33% of the portfolio, ranked #69.

Trivant Custom Portfolio Group first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Trivant Custom Portfolio Group held 4,053 shares of Oracle worth $596K as of Q1 2026.
  • Trivant Custom Portfolio Group bought 20 Oracle shares in Q1 2026, an estimated $3.25K.
  • Oracle made up 0.33% of Trivant Custom Portfolio Group's portfolio in Q1 2026, its #69 holding.
  • Trivant Custom Portfolio Group first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Trivant Custom Portfolio Group's Oracle position peaked at $1.13M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q1 2026, filed 14 May 2026.