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Virtus Investment Advisers’s Oracle ORCL Stock Holding History

Virtus Investment Advisers’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 		$1.6M Buy
10,850
+4,058
+60% +$660K 0.44% 104
2025
Q4 		$1.32M Sell
6,792
-603
-8% -$144K 0.36% 125
2025
Q3 		$2.08M Sell
7,395
-2,611
-26% -$665K 0.6% 17
2025
Q2 		$2.19M Buy
10,006
+1,341
+15% +$217K 0.74% 1
2025
Q1 		$1.21M Buy
8,665
+7,765
+863% +$1.26M 0.33% 109
2024
Q4 		$150K Buy
+900
New +$160K 0.12% 223
2024
Q2 		– Sell
-2,147
Closed -$270K – 364
2024
Q1 		$270K Sell
2,147
-229
-10% -$26.2K 0.19% 142
2023
Q4 		$251K Hold
2,376
– – 0.19% 153
2023
Q3 		$252K Sell
2,376
-277
-10% -$32.1K 0.17% 149
2023
Q2 		$316K Hold
2,653
– – 0.21% 132
2023
Q1 		$247K Hold
2,653
– – 0.17% 159
2022
Q4 		$217K Hold
2,653
– – 0.14% 185
2022
Q3 		$162K Buy
+2,653
New +$194K 0.07% 235
2018
Q1 		– Sell
-59,891
Closed -$2.83M – 321
2017
Q4 		$2.83M Sell
59,891
-6,590
-10% -$323K 0.31% 108
2017
Q3 		$3.21M Sell
66,481
-9,717
-13% -$483K 0.34% 99
2017
Q2 		$3.82M Sell
76,198
-14,213
-16% -$648K 0.37% 86
2017
Q1 		$4.03M Sell
90,411
-526
-0.6% -$21.9K 0.36% 94
2016
Q4 		$3.5M Sell
90,937
-8,039
-8% -$314K 0.27% 124
2016
Q3 		$3.89M Buy
+98,976
New +$4.03M 0.25% 136

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

Virtus Investment Advisers's ORCL Position: Q1 2026 in Review

Virtus Investment Advisers increased its Oracle (ORCL) stake by 60% in Q1 2026, buying an estimated $660K and bringing the position to 10,850 shares worth $1.6M. The position accounts for 0.44% of the portfolio, ranked #104.

Virtus Investment Advisers first reported a position in ORCL in Q3 2016 and has held it in 19 quarters since. The position peaked at $4.03M in Q1 2017. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Virtus Investment Advisers held 10,850 shares of Oracle worth $1.6M as of Q1 2026.
  • Virtus Investment Advisers bought 4,058 Oracle shares in Q1 2026, an estimated $660K.
  • Oracle made up 0.44% of Virtus Investment Advisers's portfolio in Q1 2026, its #104 holding.
  • Virtus Investment Advisers first reported a position in Oracle in Q3 2016 and has held it in 19 quarters since.
  • Virtus Investment Advisers's Oracle position peaked at $4.03M in Q1 2017.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.