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Aberdeen Wealth Management’s Oracle ORCL Stock Holding History

Aberdeen 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 		$349K Hold
2,370
– – 0.16% 111
2025
Q4 		$462K Sell
2,370
-50
-2% -$11.9K 0.21% 93
2025
Q3 		$681K Sell
2,420
-150
-6% -$38.2K 0.43% 67
2025
Q2 		$562K Hold
2,570
– – 0.37% 74
2025
Q1 		$359K Hold
2,570
– – 0.25% 103
2024
Q4 		$428K Sell
2,570
-750
-23% -$133K 0.29% 93
2024
Q3 		$566K Sell
3,320
-325
-9% -$47.1K 0.37% 83
2024
Q2 		$515K Sell
3,645
-290
-7% -$36K 0.35% 81
2024
Q1 		$494K Sell
3,935
-150
-4% -$17.2K 0.29% 90
2023
Q4 		$431K Hold
4,085
– – 0.31% 95
2023
Q3 		$433K Sell
4,085
-305
-7% -$35.3K 0.33% 85
2023
Q2 		$523K Sell
4,390
-210
-5% -$21.7K 0.38% 74
2023
Q1 		$427K Hold
4,600
– – 0.32% 90
2022
Q4 		$376K Hold
4,600
– – 0.28% 100
2022
Q3 		$281K Hold
4,600
– – 0.25% 106
2022
Q2 		$321K Hold
4,600
– – 0.26% 104
2022
Q1 		$381K Hold
4,600
– – 0.26% 101
2021
Q4 		$401K Hold
4,600
– – 0.26% 98
2021
Q3 		$401K Sell
4,600
-930
-17% -$82.1K 0.39% 81
2021
Q2 		$430K Buy
5,530
+1
+0% +$78 0.4% 83
2021
Q1 		$388K Sell
5,529
-615
-10% -$39.8K 0.31% 98
2020
Q4 		$397K Buy
6,144
+617
+11% +$36.7K 0.3% 91
2020
Q3 		$330K Sell
5,527
-1,130
-17% -$64.2K 0.31% 93
2020
Q2 		$368K Buy
6,657
+594
+10% +$31.5K 0.39% 85
2020
Q1 		$293K Buy
6,063
+1
+0% +$52 0.36% 84
2019
Q4 		$321K Buy
+6,062
New +$334K 0.24% 106

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

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

Aberdeen Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 2,370 shares worth $349K. The position accounts for 0.16% of the portfolio, ranked #111.

Aberdeen Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $681K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Aberdeen Wealth Management held 2,370 shares of Oracle worth $349K as of Q1 2026.
  • Aberdeen Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.16% of Aberdeen Wealth Management's portfolio in Q1 2026, its #111 holding.
  • Aberdeen Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's Oracle position peaked at $681K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.