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Vestmark Advisory Solutions’s Oracle ORCL Stock Holding History

Vestmark Advisory Solutions’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 		$7.75M Sell
52,684
-2,836
-5% -$461K 0.09% 242
2025
Q4 		$10.8M Buy
55,520
+3,419
+7% +$814K 0.15% 139
2025
Q3 		$14.7M Buy
52,101
+13,983
+37% +$3.56M 0.28% 76
2025
Q2 		$8.33M Buy
38,118
+15,564
+69% +$2.51M 0.12% 131
2025
Q1 		$3.15M Buy
22,554
+9,237
+69% +$1.5M 0.08% 272
2024
Q4 		$2.22M Buy
13,317
+6,064
+84% +$1.08M 0.08% 245
2024
Q3 		$1.24M Sell
7,253
-5,873
-45% -$851K 0.05% 283
2024
Q2 		$1.85M Sell
13,126
-307
-2% -$38.1K 0.08% 247
2024
Q1 		$1.69M Buy
13,433
+10,844
+419% +$1.24M 0.07% 259
2023
Q4 		$425K Buy
+2,589
New +$283K 0.02% 363
2023
Q3 		– Sell
-22,169
Closed -$2.64M – 740
2023
Q2 		$2.64M Buy
22,169
+2,245
+11% +$232K 0.1% 265
2023
Q1 		$1.85M Sell
19,924
-335
-2% -$29.4K 0.08% 314
2022
Q4 		$1.66M Buy
20,259
+2,907
+17% +$221K 0.08% 312
2022
Q3 		$1.06M Buy
17,352
+2,387
+16% +$175K 0.06% 367
2022
Q2 		$1.05M Sell
14,965
-70
-0.5% -$5.12K 0.06% 352
2022
Q1 		$1.24M Sell
15,035
-152
-1% -$12.3K 0.07% 313
2021
Q4 		$1.32M Sell
15,187
-670
-4% -$62.9K 0.07% 310
2021
Q3 		$1.38M Buy
15,857
+966
+6% +$85.3K 0.09% 276
2021
Q2 		$1.16M Buy
14,891
+1,236
+9% +$96.8K 0.08% 290
2021
Q1 		$958K Buy
13,655
+258
+2% +$16.7K 0.09% 299
2020
Q4 		$867K Buy
13,397
+3,854
+40% +$229K 0.1% 264
2020
Q3 		$570K Buy
9,543
+2,167
+29% +$123K 0.08% 300
2020
Q2 		$408K Sell
7,376
-1,518
-17% -$80.4K 0.06% 341
2020
Q1 		$430K Sell
8,894
-13,744
-61% -$709K 0.08% 290
2019
Q4 		$1.2M Sell
22,638
-2,864
-11% -$158K 0.25% 140
2019
Q3 		$1.4M Buy
25,502
+1,008
+4% +$55.7K 0.23% 134
2019
Q2 		$1.4M Sell
24,494
-20,580
-46% -$1.11M 0.24% 129
2019
Q1 		$2.42M Buy
+45,074
New +$2.3M 0.43% 54

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

Vestmark Advisory Solutions's ORCL Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its Oracle (ORCL) stake by 5.1% in Q1 2026, selling an estimated $461K and leaving 52,684 shares worth $7.75M. The position accounts for 0.09% of the portfolio, ranked #242.

Vestmark Advisory Solutions first reported a position in ORCL in Q1 2019 and has held it in 28 quarters since. The position peaked at $14.7M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Vestmark Advisory Solutions held 52,684 shares of Oracle worth $7.75M as of Q1 2026.
  • Vestmark Advisory Solutions sold 2,836 Oracle shares in Q1 2026, an estimated $461K.
  • Oracle made up 0.09% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #242 holding.
  • Vestmark Advisory Solutions first reported a position in Oracle in Q1 2019 and has held it in 28 quarters since.
  • Vestmark Advisory Solutions's Oracle position peaked at $14.7M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.