UAG
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United Advisor Group’s Oracle ORCL Stock Holding History

United Advisor 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 		$634K Sell
4,307
-1,567
-27% -$255K 0.08% 243
2025
Q4 		$1.14M Buy
5,874
+2,952
+101% +$703K 0.14% 163
2025
Q3 		$822K Sell
2,922
-580
-17% -$148K 0.11% 196
2025
Q2 		$766K Buy
+3,502
New +$565K 0.13% 164
2025
Q1 		– Sell
-1,775
Closed -$296K – 377
2024
Q4 		$296K Sell
1,775
-1,803
-50% -$320K 0.06% 300
2024
Q3 		$610K Buy
+3,578
New +$518K 0.14% 153

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

United Advisor Group's ORCL Position: Q1 2026 in Review

United Advisor Group reduced its Oracle (ORCL) stake by 27% in Q1 2026, selling an estimated $255K and leaving 4,307 shares worth $634K. The position accounts for 0.08% of the portfolio, ranked #243.

United Advisor Group first reported a position in ORCL in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • United Advisor Group held 4,307 shares of Oracle worth $634K as of Q1 2026.
  • United Advisor Group sold 1,567 Oracle shares in Q1 2026, an estimated $255K.
  • Oracle made up 0.08% of United Advisor Group's portfolio in Q1 2026, its #243 holding.
  • United Advisor Group first reported a position in Oracle in Q3 2024 and has held it in 6 quarters since.
  • United Advisor Group's Oracle position peaked at $1.14M in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.