WFAG
ORCL icon

Worth Financial Advisory Group’s Oracle ORCL Stock Holding History

Worth Financial 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 		– Sell
-2,221
Closed -$433K – 140
2025
Q4 		$433K Buy
2,221
+44
+2% +$10.5K 0.21% 111
2025
Q3 		$612K Sell
2,177
-5
-0.2% -$1.27K 0.34% 72
2025
Q2 		$477K Buy
2,182
+28
+1% +$4.52K 0.29% 85
2025
Q1 		$301K Sell
2,154
-3,907
-64% -$636K 0.19% 115
2024
Q4 		$1.01M Sell
6,061
-80
-1% -$14.2K 0.62% 41
2024
Q3 		$1.05M Buy
6,141
+119
+2% +$17.2K 0.61% 39
2024
Q2 		$850K Buy
6,022
+921
+18% +$114K 0.56% 45
2024
Q1 		$641K Buy
5,101
+419
+9% +$48K 0.44% 63
2023
Q4 		$494K Buy
4,682
+405
+9% +$44.2K 0.39% 68
2023
Q3 		$453K Buy
4,277
+937
+28% +$108K 0.41% 69
2023
Q2 		$398K Buy
+3,340
New +$345K 0.37% 75

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

Worth Financial Advisory Group's ORCL Position: Q1 2026 in Review

Worth Financial Advisory Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,221 shares — an estimated $433K sold.

Worth Financial Advisory Group first reported a position in ORCL in Q2 2023 and held it in 11 quarters. The position peaked at $1.05M in Q3 2024. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Worth Financial Advisory Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,221 Oracle shares in Q1 2026, an estimated $433K.
  • Worth Financial Advisory Group first reported a position in Oracle in Q2 2023 and held it in 11 quarters.
  • Worth Financial Advisory Group's Oracle position peaked at $1.05M in Q3 2024.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Worth Financial Advisory Group's 13F filing for Q1 2026, filed 4 May 2026.