1776 Wealth’s Oracle ORCL Stock Holding History

1776 Wealth’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	$375K	Hold	2,549	–	–	0.15%	101
2025 Q4	$497K	Buy	2,549 +32	+1%	+$7.62K	0.19%	87
2025 Q3	$708K	Buy	+2,517	New	+$641K	0.27%	61
2020 Q3	–	Sell	-100	Closed	-$5K	–	252
2020 Q2	$5K	Sell	100 -100	-50%	-$5.3K	﹤0.01%	306
2020 Q1	$9K	Buy	200 +100	+100%	+$5.16K	﹤0.01%	318
2019 Q4	$5K	Buy	+100	New	+$5.5K	﹤0.01%	304

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

1776 Wealth's ORCL Position: Q1 2026 in Review

1776 Wealth held its Oracle (ORCL) position steady in Q1 2026 at 2,549 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #101.

1776 Wealth first reported a position in ORCL in Q4 2019 and has held it in 6 quarters since. The position peaked at $708K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

1776 Wealth held 2,549 shares of Oracle worth $375K as of Q1 2026.
1776 Wealth left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.15% of 1776 Wealth's portfolio in Q1 2026, its #101 holding.
1776 Wealth first reported a position in Oracle in Q4 2019 and has held it in 6 quarters since.
1776 Wealth's Oracle position peaked at $708K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.