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Alaethes Wealth’s Oracle ORCL Stock Holding History

Alaethes Wealth’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 		$2.05M Buy
13,953
+322
+2% +$52.3K 0.58% 52
2025
Q4 		$2.66M Sell
13,631
-25
-0.2% -$5.95K 0.75% 37
2025
Q3 		$3.84M Sell
13,656
-2,848
-17% -$725K 1.09% 18
2025
Q2 		$3.61M Buy
16,504
+374
+2% +$60.4K 1.08% 18
2025
Q1 		$2.26M Buy
16,130
+231
+1% +$37.6K 0.83% 38
2024
Q4 		$2.65M Sell
15,899
-667
-4% -$118K 0.95% 27
2024
Q3 		$2.82M Buy
16,566
+1,319
+9% +$191K 1.04% 22
2024
Q2 		$2.15M Buy
15,247
+385
+3% +$47.8K 0.89% 33
2024
Q1 		$1.87M Buy
14,862
+2,009
+16% +$230K 0.82% 46
2023
Q4 		$1.36M Buy
12,853
+901
+8% +$98.3K 0.64% 64
2023
Q3 		$1.27M Buy
+11,952
New +$1.38M 0.69% 61
2022
Q2 		– Sell
-210
Closed -$17K – 243
2022
Q1 		$17K Hold
210
– – 0.01% 187
2021
Q4 		$18K Hold
210
– – 0.01% 173
2021
Q3 		$18K Hold
210
– – 0.01% 167
2021
Q2 		$16K Buy
+210
New +$16.4K 0.01% 166

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

Alaethes Wealth's ORCL Position: Q1 2026 in Review

Alaethes Wealth increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $52.3K and bringing the position to 13,953 shares worth $2.05M. The position accounts for 0.58% of the portfolio, ranked #52.

Alaethes Wealth first reported a position in ORCL in Q2 2021 and has held it in 15 quarters since. The position peaked at $3.84M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Alaethes Wealth held 13,953 shares of Oracle worth $2.05M as of Q1 2026.
  • Alaethes Wealth bought 322 Oracle shares in Q1 2026, an estimated $52.3K.
  • Oracle made up 0.58% of Alaethes Wealth's portfolio in Q1 2026, its #52 holding.
  • Alaethes Wealth first reported a position in Oracle in Q2 2021 and has held it in 15 quarters since.
  • Alaethes Wealth's Oracle position peaked at $3.84M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.