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Alliance Wealth Management Group’s Oracle ORCL Stock Holding History

Alliance Wealth Management Group’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 		$249K Buy
1,696
+150
+10% +$24.4K 0.05% 84
2025
Q4 		$301K Sell
1,546
-13
-0.8% -$3.1K 0.07% 80
2025
Q3 		$438K Buy
1,559
+13
+0.8% +$3.31K 0.1% 68
2025
Q2 		$338K Hold
1,546
– – 0.09% 69
2025
Q1 		$216K Hold
1,546
– – 0.06% 79
2024
Q4 		$258K Hold
1,546
– – 0.07% 76
2024
Q3 		$263K Hold
1,546
– – 0.07% 75
2024
Q2 		$218K Buy
+1,546
New +$192K 0.06% 80

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

Alliance Wealth Management Group's ORCL Position: Q1 2026 in Review

Alliance Wealth Management Group increased its Oracle (ORCL) stake by 9.7% in Q1 2026, buying an estimated $24.4K and bringing the position to 1,696 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #84.

Alliance Wealth Management Group first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $438K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Alliance Wealth Management Group held 1,696 shares of Oracle worth $249K as of Q1 2026.
  • Alliance Wealth Management Group bought 150 Oracle shares in Q1 2026, an estimated $24.4K.
  • Oracle made up 0.05% of Alliance Wealth Management Group's portfolio in Q1 2026, its #84 holding.
  • Alliance Wealth Management Group first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Alliance Wealth Management Group's Oracle position peaked at $438K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.