AWC
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Abundance Wealth Counselors’s Oracle ORCL Stock Holding History

Abundance Wealth Counselors’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 		$1.75M Buy
11,867
+540
+5% +$87.8K 0.25% 57
2025
Q4 		$2.21M Sell
11,327
-248
-2% -$59K 0.37% 44
2025
Q3 		$3.26M Sell
11,575
-284
-2% -$72.3K 0.56% 30
2025
Q2 		$2.59M Sell
11,859
-36
-0.3% -$5.81K 0.49% 34
2025
Q1 		$1.66M Buy
11,895
+447
+4% +$72.8K 0.35% 52
2024
Q4 		$1.91M Buy
11,448
+400
+4% +$71.1K 0.42% 38
2024
Q3 		$1.88M Sell
11,048
-1,973
-15% -$286K 0.39% 37
2024
Q2 		$1.84M Sell
13,021
-1,499
-10% -$186K 0.85% 22
2024
Q1 		$1.82M Buy
14,520
+158
+1% +$18.1K 0.42% 38
2023
Q4 		$1.51M Sell
14,362
-120
-0.8% -$13.1K 0.39% 43
2023
Q3 		$1.53M Buy
14,482
+121
+0.8% +$14K 0.44% 37
2023
Q2 		$1.71M Sell
14,361
-479
-3% -$49.5K 0.88% 19
2023
Q1 		$1.38M Sell
14,840
-4,914
-25% -$431K 0.35% 44
2022
Q4 		$1.61M Buy
19,754
+5,652
+40% +$430K 0.44% 39
2022
Q3 		$861K Sell
14,102
-38
-0.3% -$2.78K 0.25% 62
2022
Q2 		$988K Sell
14,140
-2,107
-13% -$154K 0.27% 57
2022
Q1 		$1.34M Sell
16,247
-1,901
-10% -$154K 0.37% 50
2021
Q4 		$1.58M Sell
18,148
-586
-3% -$55K 0.41% 38
2021
Q3 		$1.63M Buy
18,734
+71
+0.4% +$6.27K 0.95% 14
2021
Q2 		$1.45M Buy
18,663
+1,702
+10% +$133K 0.38% 31
2021
Q1 		$1.19M Buy
16,961
+1,296
+8% +$83.9K 0.3% 31
2020
Q4 		$1.01M Buy
15,665
+2,303
+17% +$137K 0.25% 35
2020
Q3 		$798K Buy
13,362
+2,230
+20% +$127K 0.23% 40
2020
Q2 		$615K Buy
+11,132
New +$590K 0.19% 46

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

Abundance Wealth Counselors's ORCL Position: Q1 2026 in Review

Abundance Wealth Counselors increased its Oracle (ORCL) stake by 4.8% in Q1 2026, buying an estimated $87.8K and bringing the position to 11,867 shares worth $1.75M. The position accounts for 0.25% of the portfolio, ranked #57.

Abundance Wealth Counselors first reported a position in ORCL in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.26M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Abundance Wealth Counselors held 11,867 shares of Oracle worth $1.75M as of Q1 2026.
  • Abundance Wealth Counselors bought 540 Oracle shares in Q1 2026, an estimated $87.8K.
  • Oracle made up 0.25% of Abundance Wealth Counselors's portfolio in Q1 2026, its #57 holding.
  • Abundance Wealth Counselors first reported a position in Oracle in Q2 2020 and has held it in 24 quarters since.
  • Abundance Wealth Counselors's Oracle position peaked at $3.26M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.