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Accel Wealth Management’s Oracle ORCL Stock Holding History

Accel 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 		– Sell
-1,271
Closed -$248K – 299
2025
Q4 		$248K Sell
1,271
-2
-0.2% -$476 0.07% 236
2025
Q3 		$358K Sell
1,273
-31
-2% -$7.89K 0.1% 183
2025
Q2 		$285K Buy
+1,304
New +$211K 0.1% 200
2023
Q2 		– Sell
-412
Closed -$38.3K – 644
2023
Q1 		$38.3K Hold
412
– – 0.02% 541
2022
Q4 		$33.7K Buy
412
+86
+26% +$6.54K 0.02% 431
2022
Q3 		$21K Hold
326
– – 0.01% 547
2022
Q2 		$23K Buy
326
+27
+9% +$1.98K 0.01% 510
2022
Q1 		$25K Hold
299
– – 0.01% 507
2021
Q4 		$26K Hold
299
– – 0.01% 512
2021
Q3 		$26K Hold
299
– – 0.02% 449
2021
Q2 		$23K Hold
299
– – 0.02% 510
2021
Q1 		$21K Hold
299
– – 0.02% 493
2020
Q4 		$19K Buy
+299
New +$17.8K 0.02% 507

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

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

Accel Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,271 shares — an estimated $248K sold.

Accel Wealth Management first reported a position in ORCL in Q4 2020 and held it in 13 quarters. The position peaked at $358K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Accel Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Accel Wealth Management sold 1,271 Oracle shares in Q1 2026, an estimated $248K.
  • Accel Wealth Management first reported a position in Oracle in Q4 2020 and held it in 13 quarters.
  • Accel Wealth Management's Oracle position peaked at $358K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.