AWMM
ORCL icon

Aegis Wealth Management (Maryland)’s Oracle ORCL Stock Holding History

Aegis Wealth Management (Maryland)’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
-1,460
Closed -$285K – 123
2025
Q4 		$285K Buy
1,460
+168
+13% +$40K 0.16% 100
2025
Q3 		$363K Sell
1,292
-462
-26% -$118K 0.19% 78
2025
Q2 		$245K Hold
1,754
– – 0.15% 105
2025
Q1 		$245K Buy
1,754
+100
+6% +$16.3K 0.14% 110
2024
Q4 		$276K Buy
+1,654
New +$294K 0.19% 90

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s ORCL Position: Q1 2026 in Review

Aegis Wealth Management (Maryland) sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,460 shares — an estimated $285K sold.

Aegis Wealth Management (Maryland) first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $363K in Q3 2025. 3,494 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Aegis Wealth Management (Maryland) reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Aegis Wealth Management (Maryland) sold 1,460 Oracle shares in Q1 2026, an estimated $285K.
  • Aegis Wealth Management (Maryland) first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Aegis Wealth Management (Maryland)'s Oracle position peaked at $363K in Q3 2025.
  • 3,494 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q1 2026, filed 23 Apr 2026.