AE Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $58.7M | Buy |
398,793
+163,862
| +70% | +$26.6M | 0.32% | 81 |
|
|
2025
Q4 | $45.8M | Buy |
234,931
+30,600
| +15% | +$7.29M | 0.26% | 91 |
|
|
2025
Q3 | $57.5M | Buy |
204,331
+13,844
| +7% | +$3.53M | 0.37% | 61 |
|
|
2025
Q2 | $41.6M | Buy |
190,487
+113,371
| +147% | +$18.3M | 0.3% | 86 |
|
|
2025
Q1 | $10.8M | Buy |
77,116
+15,556
| +25% | +$2.53M | 0.09% | 231 |
|
|
2024
Q4 | $10.3M | Buy |
61,560
+3,416
| +6% | +$607K | 0.09% | 240 |
|
|
2024
Q3 | $9.91M | Buy |
58,144
+2,110
| +4% | +$306K | 0.09% | 239 |
|
|
2024
Q2 | $7.91M | Buy |
56,034
+27,685
| +98% | +$3.44M | 0.08% | 258 |
|
|
2024
Q1 | $3.56M | Sell |
28,349
-162,052
| -85% | -$18.5M | 0.04% | 371 |
|
|
2023
Q4 | $21.8M | Buy |
190,401
+59,657
| +46% | +$6.51M | 0.11% | 208 |
|
|
2023
Q3 | $13.8M | Sell |
130,744
-1,058
| -0.8% | -$122K | 0.08% | 292 |
|
|
2023
Q2 | $15.7M | Buy |
131,802
+4,617
| +4% | +$477K | 0.09% | 257 |
|
|
2023
Q1 | $11.8M | Sell |
127,185
-6,676
| -5% | -$585K | 0.08% | 314 |
|
|
2022
Q4 | $10.9M | Buy |
133,861
+14,140
| +12% | +$1.07M | 0.08% | 298 |
|
|
2022
Q3 | $7.31M | Sell |
119,721
-11,221
| -9% | -$822K | 0.06% | 348 |
|
|
2022
Q2 | $9.15M | Buy |
130,942
+11,827
| +10% | +$866K | 0.07% | 291 |
|
|
2022
Q1 | $9.85M | Buy |
119,115
+22,272
| +23% | +$1.8M | 0.07% | 286 |
|
|
2021
Q4 | $8.45M | Buy |
96,843
+15,765
| +19% | +$1.48M | 0.06% | 307 |
|
|
2021
Q3 | $7.06M | Sell |
81,078
-4,765
| -6% | -$421K | 0.06% | 298 |
|
|
2021
Q2 | $6.68M | Buy |
85,843
+12,294
| +17% | +$962K | 0.06% | 303 |
|
|
2021
Q1 | $5.16M | Buy |
73,549
+32,361
| +79% | +$2.1M | 0.05% | 307 |
|
|
2020
Q4 | $2.66M | Sell |
41,188
-352
| -0.8% | -$21K | 0.03% | 414 |
|
|
2020
Q3 | $2.48M | Sell |
41,540
-6,086
| -13% | -$346K | 0.04% | 378 |
|
|
2020
Q2 | $2.63M | Buy |
47,626
+5,819
| +14% | +$308K | 0.04% | 337 |
|
|
2020
Q1 | $2.02M | Sell |
41,807
-587
| -1% | -$30.3K | 0.05% | 313 |
|
|
2019
Q4 | $2.25M | Buy |
42,394
+8,741
| +26% | +$481K | 0.05% | 319 |
|
|
2019
Q3 | $1.85M | Buy |
33,653
+149
| +0.4% | +$8.23K | 0.05% | 294 |
|
|
2019
Q2 | $1.91M | Buy |
33,504
+13,382
| +67% | +$724K | 0.06% | 254 |
|
|
2019
Q1 | $1.08M | Sell |
20,122
-1,210
| -6% | -$61.6K | 0.08% | 205 |
|
|
2018
Q4 | $963K | Sell |
21,332
-3,068
| -13% | -$147K | 0.16% | 151 |
|
|
2018
Q3 | $1.26M | Sell |
24,400
-603
| -2% | -$29.3K | 0.07% | 185 |
|
|
2018
Q2 | $1.1M | Sell |
25,003
-3,183
| -11% | -$147K | 0.08% | 155 |
|
|
2018
Q1 | $1.29M | Buy |
28,186
+4,210
| +18% | +$209K | 0.1% | 130 |
|
|
2017
Q4 | $1.13M | Buy |
23,976
+2,992
| +14% | +$147K | 0.1% | 142 |
|
|
2017
Q3 | $1.01M | Buy |
20,984
+5,901
| +39% | +$294K | 0.09% | 142 |
|
|
2017
Q2 | $756K | Buy |
15,083
+4,718
| +46% | +$215K | 0.09% | 185 |
|
|
2017
Q1 | $462K | Buy |
10,365
+3,302
| +47% | +$137K | 0.09% | 180 |
|
|
2016
Q4 | $272K | Buy |
+7,063
| New | +$276K | 0.11% | 158 |
|
Other funds holding ORCL
VCM
VPM
AE Wealth Management's ORCL Position: Q1 2026 in Review
AE Wealth Management increased its Oracle (ORCL) stake by 70% in Q1 2026, buying an estimated $26.6M and bringing the position to 398,793 shares worth $58.7M. The position accounts for 0.32% of the portfolio, ranked #81.
AE Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- AE Wealth Management held 398,793 shares of Oracle worth $58.7M as of Q1 2026.
- AE Wealth Management bought 163,862 Oracle shares in Q1 2026, an estimated $26.6M.
- Oracle made up 0.32% of AE Wealth Management's portfolio in Q1 2026, its #81 holding.
- AE Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.