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Trivium Point Advisory’s Oracle ORCL Stock Holding History

Trivium Point Advisory’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 		$1.64M Sell
11,161
-49,615
-82% -$8.06M 0.3% 83
2025
Q4 		$11.8M Buy
60,776
+11,229
+23% +$2.67M 1.19% 15
2025
Q3 		$13.9M Sell
49,547
-3,988
-7% -$1.02M 1.42% 10
2025
Q2 		$11.7M Buy
53,535
+19,196
+56% +$3.1M 1.27% 9
2025
Q1 		$4.8M Buy
34,339
+12,580
+58% +$2.05M 0.6% 45
2024
Q4 		$3.63M Sell
21,759
-442
-2% -$78.5K 0.46% 61
2024
Q3 		$4.21M Buy
22,201
+3,140
+16% +$455K 0.59% 50
2024
Q2 		$2.69M Buy
19,061
+16,644
+689% +$2.07M 0.4% 78
2024
Q1 		$304K Sell
2,417
-11
-0.5% -$1.26K 0.07% 187
2023
Q4 		$256K Sell
2,428
-83
-3% -$9.06K 0.06% 177
2023
Q3 		$262K Sell
2,511
-17
-0.7% -$1.97K 0.07% 168
2023
Q2 		$301K Sell
2,528
-56
-2% -$5.79K 0.08% 167
2023
Q1 		$240K Hold
2,584
– – 0.06% 174
2022
Q4 		$221K Buy
+2,584
New +$196K 0.06% 172
2022
Q2 		– Sell
-2,848
Closed -$234K – 229
2022
Q1 		$234K Sell
2,848
-305
-10% -$24.7K 0.05% 206
2021
Q4 		$275K Buy
3,153
+205
+7% +$19.2K 0.06% 203
2021
Q3 		$272K Buy
2,948
+20
+0.7% +$1.77K 0.06% 192
2021
Q2 		$228K Sell
2,928
-15
-0.5% -$1.17K 0.06% 196
2021
Q1 		$207K Buy
+2,943
New +$191K 0.06% 183

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

Trivium Point Advisory's ORCL Position: Q1 2026 in Review

Trivium Point Advisory reduced its Oracle (ORCL) stake by 82% in Q1 2026, selling an estimated $8.06M and leaving 11,161 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #83.

Trivium Point Advisory first reported a position in ORCL in Q1 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Trivium Point Advisory held 11,161 shares of Oracle worth $1.64M as of Q1 2026.
  • Trivium Point Advisory sold 49,615 Oracle shares in Q1 2026, an estimated $8.06M.
  • Oracle made up 0.3% of Trivium Point Advisory's portfolio in Q1 2026, its #83 holding.
  • Trivium Point Advisory first reported a position in Oracle in Q1 2021 and has held it in 19 quarters since.
  • Trivium Point Advisory's Oracle position peaked at $13.9M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.