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US Asset Management LLC’s Oracle ORCL Stock Holding History

US Asset Management LLC’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 		$1.23M Sell
8,335
-47
-0.6% -$7.64K 1.06% 18
2025
Q4 		$1.63M Sell
8,382
-587
-7% -$140K 1.33% 17
2025
Q3 		$2.52M Sell
8,969
-234
-3% -$59.6K 2.07% 10
2025
Q2 		$2.01M Sell
9,203
-31
-0.3% -$5.01K 1.74% 11
2025
Q1 		$1.29M Sell
9,234
-39
-0.4% -$6.35K 1.23% 18
2024
Q4 		$1.54M Sell
9,273
-340
-4% -$60.4K 1.39% 11
2024
Q3 		$1.82M Sell
9,613
-144
-1% -$20.9K 1.61% 11
2024
Q2 		$1.38M Sell
9,757
-311
-3% -$38.6K 1.24% 13
2024
Q1 		$1.26M Sell
10,068
-219
-2% -$25.1K 1.14% 18
2023
Q4 		$1.08M Buy
+10,287
New +$1.12M 1.07% 24
2023
Q2 		$1.21M Sell
10,197
-496
-5% -$51.3K 1.28% 15
2023
Q1 		$994K Sell
10,693
-71
-0.7% -$6.23K 1.02% 23
2022
Q4 		$880K Buy
+10,764
New +$818K 0.95% 25
2022
Q2 		$754K Buy
10,794
+52
+0.5% +$3.81K 0.83% 30
2022
Q1 		$889K Buy
10,742
+78
+0.7% +$6.32K 0.82% 29
2021
Q4 		$930K Sell
10,664
-9
-0.1% -$845 0.89% 29
2021
Q3 		$930K Buy
+10,673
New +$943K 0.9% 28

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

US Asset Management LLC's ORCL Position: Q1 2026 in Review

US Asset Management LLC reduced its Oracle (ORCL) stake by 0.56% in Q1 2026, selling an estimated $7.64K and leaving 8,335 shares worth $1.23M. The position accounts for 1.06% of the portfolio, ranked #18.

US Asset Management LLC first reported a position in ORCL in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.52M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • US Asset Management LLC held 8,335 shares of Oracle worth $1.23M as of Q1 2026.
  • US Asset Management LLC sold 47 Oracle shares in Q1 2026, an estimated $7.64K.
  • Oracle made up 1.06% of US Asset Management LLC's portfolio in Q1 2026, its #18 holding.
  • US Asset Management LLC first reported a position in Oracle in Q3 2021 and has held it in 17 quarters since.
  • US Asset Management LLC's Oracle position peaked at $2.52M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on US Asset Management LLC's 13F filing for Q1 2026, filed 10 Jun 2026.