1WM
ORCL icon

1900 Wealth Management’s Oracle ORCL Stock Holding History

1900 Wealth Management’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 		$636K Sell
4,322
-506
-10% -$82.3K 0.04% 144
2025
Q4 		$941K Buy
4,828
+929
+24% +$221K 0.06% 114
2025
Q3 		$1.1M Buy
3,899
+27
+0.7% +$6.88K 0.07% 99
2025
Q2 		$846K Sell
3,872
-664
-15% -$107K 0.06% 106
2025
Q1 		$634K Buy
4,536
+839
+23% +$137K 0.05% 112
2024
Q4 		$616K Buy
3,697
+111
+3% +$19.7K 0.05% 124
2024
Q3 		$611K Sell
3,586
-36
-1% -$5.21K 0.05% 129
2024
Q2 		$511K Buy
3,622
+37
+1% +$4.59K 0.05% 142
2024
Q1 		$450K Sell
3,585
-13,279
-79% -$1.52M 0.04% 167
2023
Q4 		$1.78M Sell
16,864
-602
-3% -$65.7K 0.16% 95
2023
Q3 		$1.85M Buy
17,466
+856
+5% +$99.1K 0.18% 94
2023
Q2 		$1.98M Buy
16,610
+428
+3% +$44.3K 0.2% 89
2023
Q1 		$1.46M Hold
16,182
– – 0.16% 99
2022
Q4 		$1.32M Buy
16,182
+1
+0% +$76 0.14% 104
2022
Q3 		$988K Sell
16,181
-80
-0.5% -$5.86K 0.12% 113
2022
Q2 		$1.14M Sell
16,261
-280
-2% -$20.5K 0.12% 107
2022
Q1 		$1.37M Buy
16,541
+150
+0.9% +$12.1K 0.13% 102
2021
Q4 		$1.43M Buy
16,391
+1,401
+9% +$132K 0.13% 107
2021
Q3 		$1.31M Buy
14,990
+125
+0.8% +$11K 0.13% 110
2021
Q2 		$1.16M Buy
14,865
+71
+0.5% +$5.56K 0.11% 111
2021
Q1 		$1.04K Sell
14,794
-189
-1% -$12.2K 0.08% 95
2020
Q4 		$970K Buy
+14,983
New +$892K 0.11% 86

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

1900 Wealth Management's ORCL Position: Q1 2026 in Review

1900 Wealth Management reduced its Oracle (ORCL) stake by 10% in Q1 2026, selling an estimated $82.3K and leaving 4,322 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #144.

1900 Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.98M in Q2 2023. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • 1900 Wealth Management held 4,322 shares of Oracle worth $636K as of Q1 2026.
  • 1900 Wealth Management sold 506 Oracle shares in Q1 2026, an estimated $82.3K.
  • Oracle made up 0.04% of 1900 Wealth Management's portfolio in Q1 2026, its #144 holding.
  • 1900 Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • 1900 Wealth Management's Oracle position peaked at $1.98M in Q2 2023.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.