VestGen Advisors’s Oracle ORCL Stock Holding History

VestGen Advisors’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	$8.54M	Buy	45,692 +9,069	+25%	+$1.47M	0.23%	95
2025 Q4	$7.14M	Sell	36,623 -28,900	-44%	-$6.88M	0.3%	81
2025 Q3	$18.4M	Buy	65,523 +27,193	+71%	+$6.92M	0.61%	34
2025 Q2	$8.97M	Buy	38,330 +13,914	+57%	+$2.25M	0.36%	61
2025 Q1	$3.41M	Buy	+24,416	New	+$3.98M	0.16%	137

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

VestGen Advisors's ORCL Position: Q1 2026 in Review

VestGen Advisors increased its Oracle (ORCL) stake by 25% in Q1 2026, buying an estimated $1.47M and bringing the position to 45,692 shares worth $8.54M. The position accounts for 0.23% of the portfolio, ranked #95.

VestGen Advisors first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $18.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

VestGen Advisors held 45,692 shares of Oracle worth $8.54M as of Q1 2026.
VestGen Advisors bought 9,069 Oracle shares in Q1 2026, an estimated $1.47M.
Oracle made up 0.23% of VestGen Advisors's portfolio in Q1 2026, its #95 holding.
VestGen Advisors first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's Oracle position peaked at $18.4M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.