USA Financial Formulas’s Oracle ORCL Stock Holding History

USA Financial Formulas’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	$441	Hold	3	–	–	﹤0.01%	403
2025 Q4	$585	Buy	+3	New	+$714	﹤0.01%	354
2024 Q1	–	Sell	-33	Closed	-$3.48K	–	396
2023 Q4	$3.48K	Sell	33 -2,233	-99%	-$244K	﹤0.01%	277
2023 Q3	$240K	Buy	+2,266	New	+$262K	0.36%	74
2021 Q4	–	Sell	-1,658	Closed	-$144K	–	467
2021 Q3	$144K	Buy	1,658 +974	+142%	+$86K	0.13%	133
2021 Q2	$53K	Sell	684 -554	-45%	-$43.4K	0.04%	216
2021 Q1	$87K	Sell	1,238 -176	-12%	-$11.4K	0.07%	174
2020 Q4	$91K	Buy	1,414 +1,373	+3,349%	+$81.7K	0.07%	148
2020 Q3	$2K	Hold	41	–	–	﹤0.01%	221
2020 Q2	$2K	Buy	+41	New	+$2.17K	﹤0.01%	127
2017 Q4	–	Sell	-5,507	Closed	-$266K	–	317
2017 Q3	$266K	Sell	5,507 -739	-12%	-$36.8K	0.06%	234
2017 Q2	$313K	Sell	6,246 -486	-7%	-$22.1K	0.08%	207
2017 Q1	$300K	Buy	+6,732	New	+$280K	0.07%	190

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

USA Financial Formulas's ORCL Position: Q1 2026 in Review

USA Financial Formulas held its Oracle (ORCL) position steady in Q1 2026 at 3 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #403.

USA Financial Formulas first reported a position in ORCL in Q1 2017 and has held it in 13 quarters since. The position peaked at $313K in Q2 2017. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

USA Financial Formulas held 3 shares of Oracle worth $441 as of Q1 2026.
USA Financial Formulas left its Oracle share count unchanged in Q1 2026.
Oracle made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #403 holding.
USA Financial Formulas first reported a position in Oracle in Q1 2017 and has held it in 13 quarters since.
USA Financial Formulas's Oracle position peaked at $313K in Q2 2017.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.