1 North Wealth Services’s Oracle ORCL Stock Holding History

1 North Wealth Services’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	$1.64M	Sell	11,131 -625	-5%	-$102K	0.59%	36
2025 Q4	$2.29M	Sell	11,756 -137	-1%	-$32.6K	0.81%	34
2025 Q3	$3.34M	Sell	11,893 -1,535	-11%	-$391K	1.37%	24
2025 Q2	$2.94M	Buy	13,428 +211	+2%	+$34.1K	1.17%	27
2025 Q1	$1.85M	Sell	13,217 -305	-2%	-$49.7K	0.86%	30
2024 Q4	$2.25M	Buy	+13,522	New	+$2.4M	0.95%	31
2019 Q4	$27K	Hold	516	–	–	0.02%	126
2019 Q3	$28K	Buy	+516	New	+$28.5K	0.02%	95
2019 Q1	$28K	Buy	516 +16	+3%	+$815	0.02%	88
2018 Q4	$23K	Buy	+500	New	+$24K	0.02%	99

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

1 North Wealth Services's ORCL Position: Q1 2026 in Review

1 North Wealth Services reduced its Oracle (ORCL) stake by 5.3% in Q1 2026, selling an estimated $102K and leaving 11,131 shares worth $1.64M. The position accounts for 0.59% of the portfolio, ranked #36.

1 North Wealth Services first reported a position in ORCL in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.34M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

1 North Wealth Services held 11,131 shares of Oracle worth $1.64M as of Q1 2026.
1 North Wealth Services sold 625 Oracle shares in Q1 2026, an estimated $102K.
Oracle made up 0.59% of 1 North Wealth Services's portfolio in Q1 2026, its #36 holding.
1 North Wealth Services first reported a position in Oracle in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Oracle position peaked at $3.34M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.