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Adapt Wealth Advisors’s Oracle ORCL Stock Holding History

Adapt Wealth Advisors’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 		$274K Sell
1,861
-7
-0.4% -$1.14K 0.1% 83
2025
Q4 		$364K Hold
1,868
– – 0.13% 72
2025
Q3 		$525K Buy
1,868
+7
+0.4% +$1.78K 0.19% 63
2025
Q2 		$407K Hold
1,861
– – 0.18% 43
2025
Q1 		$260K Hold
1,861
– – 0.13% 53
2024
Q4 		$310K Hold
1,861
– – 0.15% 58
2024
Q3 		$317K Hold
1,861
– – 0.17% 53
2024
Q2 		$263K Sell
1,861
-695
-27% -$86.3K 0.16% 56
2024
Q1 		$321K Buy
+2,556
New +$293K 0.23% 40

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

Adapt Wealth Advisors's ORCL Position: Q1 2026 in Review

Adapt Wealth Advisors reduced its Oracle (ORCL) stake by 0.37% in Q1 2026, selling an estimated $1.14K and leaving 1,861 shares worth $274K. The position accounts for 0.1% of the portfolio, ranked #83.

Adapt Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $525K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Adapt Wealth Advisors held 1,861 shares of Oracle worth $274K as of Q1 2026.
  • Adapt Wealth Advisors sold 7 Oracle shares in Q1 2026, an estimated $1.14K.
  • Oracle made up 0.1% of Adapt Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • Adapt Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Adapt Wealth Advisors's Oracle position peaked at $525K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.