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Wallace Advisory Group’s Oracle ORCL Stock Holding History

Wallace Advisory Group’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 		$669K Sell
4,548
-428
-9% -$69.6K 0.71% 27
2025
Q4 		$970K Sell
4,976
-2,784
-36% -$663K 1.02% 25
2025
Q3 		$1.7M Sell
7,760
-2,239
-22% -$570K 1.36% 12
2025
Q2 		$1.4M Buy
9,999
+1,659
+20% +$268K 1.01% 24
2025
Q1 		$1.39M Buy
8,340
+1,922
+30% +$313K 0.96% 23
2024
Q4 		$1.09M Buy
+6,418
New +$1.14M 0.76% 31
2023
Q1 		– Sell
-2,553
Closed -$209K – 185
2022
Q4 		$209K Buy
+2,553
New +$194K 0.16% 142

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

Wallace Advisory Group's ORCL Position: Q1 2026 in Review

Wallace Advisory Group reduced its Oracle (ORCL) stake by 8.6% in Q1 2026, selling an estimated $69.6K and leaving 4,548 shares worth $669K. The position accounts for 0.71% of the portfolio, ranked #27.

Wallace Advisory Group first reported a position in ORCL in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.7M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wallace Advisory Group held 4,548 shares of Oracle worth $669K as of Q1 2026.
  • Wallace Advisory Group sold 428 Oracle shares in Q1 2026, an estimated $69.6K.
  • Oracle made up 0.71% of Wallace Advisory Group's portfolio in Q1 2026, its #27 holding.
  • Wallace Advisory Group first reported a position in Oracle in Q4 2022 and has held it in 7 quarters since.
  • Wallace Advisory Group's Oracle position peaked at $1.7M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.