UF
ORCL icon

Univest Financial’s Oracle ORCL Stock Holding History

Univest Financial’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 		$960K Sell
6,528
-174
-3% -$28.3K 0.05% 156
2025
Q4 		$1.31M Sell
6,702
-483
-7% -$115K 0.07% 139
2025
Q3 		$2.02M Sell
7,185
-194
-3% -$49.4K 0.11% 118
2025
Q2 		$1.61M Sell
7,379
-38
-0.5% -$6.14K 0.1% 124
2025
Q1 		$1.04M Buy
7,417
+3,418
+85% +$556K 0.07% 153
2024
Q4 		$666K Buy
3,999
+1
+0% +$178 0.04% 180
2024
Q3 		$681K Buy
+3,998
New +$579K 0.04% 177
2020
Q1 		– Sell
-66,083
Closed -$2.54M – 126
2019
Q4 		$2.54M Buy
+66,083
New +$3.64M 1.08% 52
2017
Q1 		– Sell
-66,083
Closed -$2.54M – 98
2016
Q4 		$2.54M Sell
66,083
-1,226
-2% -$48K 1.08% 52
2016
Q3 		$2.64M Buy
67,309
+55
+0.1% +$2.24K 1.2% 45
2016
Q2 		$2.75M Sell
67,254
-1,206
-2% -$48.2K 1.26% 44
2016
Q1 		$2.8M Sell
68,460
-9,105
-12% -$337K 1.27% 43
2015
Q4 		$2.83M Buy
77,565
+923
+1% +$35.2K 1.29% 36
2015
Q3 		$2.77M Sell
76,642
-1,766
-2% -$67.9K 1.35% 38
2015
Q2 		$3.16M Sell
78,408
-957
-1% -$41.5K 1.45% 31
2015
Q1 		$3.42M Sell
79,365
-3,728
-4% -$162K 1.54% 27
2014
Q4 		$3.74M Buy
83,093
+953
+1% +$38.8K 1.64% 25
2014
Q3 		$3.14M Sell
82,140
-10,406
-11% -$421K 1.47% 28
2014
Q2 		$3.75M Buy
92,546
+1,195
+1% +$49.2K 1.77% 15
2014
Q1 		$3.74M Buy
91,351
+5,494
+6% +$209K 1.86% 9
2013
Q4 		$3.29M Sell
85,857
-211
-0.2% -$7.25K 1.62% 21
2013
Q3 		$2.85M Sell
86,068
-1,982
-2% -$64.3K 1.52% 33
2013
Q2 		$2.7M Buy
+88,050
New +$2.92M 1.48% 37

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

Univest Financial's ORCL Position: Q1 2026 in Review

Univest Financial reduced its Oracle (ORCL) stake by 2.6% in Q1 2026, selling an estimated $28.3K and leaving 6,528 shares worth $960K. The position accounts for 0.05% of the portfolio, ranked #156.

Univest Financial first reported a position in ORCL in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.75M in Q2 2014. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Univest Financial held 6,528 shares of Oracle worth $960K as of Q1 2026.
  • Univest Financial sold 174 Oracle shares in Q1 2026, an estimated $28.3K.
  • Oracle made up 0.05% of Univest Financial's portfolio in Q1 2026, its #156 holding.
  • Univest Financial first reported a position in Oracle in Q2 2013 and has held it in 23 quarters since.
  • Univest Financial's Oracle position peaked at $3.75M in Q2 2014.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.