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Alpine Bank Wealth Management’s Oracle ORCL Stock Holding History

Alpine Bank Wealth Management’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 		$2.19M Sell
14,918
-109
-0.7% -$17.7K 0.32% 50
2025
Q4 		$2.93M Buy
15,027
+129
+0.9% +$30.7K 0.41% 38
2025
Q3 		$4.19M Buy
14,898
+351
+2% +$89.4K 0.59% 28
2025
Q2 		$3.18M Buy
14,547
+86
+0.6% +$13.9K 0.48% 34
2025
Q1 		$2.02M Buy
+14,461
New +$2.35M 0.32% 46
2024
Q3 		$2.56M Buy
+15,042
New +$2.18M 0.41% 35

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

Alpine Bank Wealth Management's ORCL Position: Q1 2026 in Review

Alpine Bank Wealth Management reduced its Oracle (ORCL) stake by 0.73% in Q1 2026, selling an estimated $17.7K and leaving 14,918 shares worth $2.19M. The position accounts for 0.32% of the portfolio, ranked #50.

Alpine Bank Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.19M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Alpine Bank Wealth Management held 14,918 shares of Oracle worth $2.19M as of Q1 2026.
  • Alpine Bank Wealth Management sold 109 Oracle shares in Q1 2026, an estimated $17.7K.
  • Oracle made up 0.32% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Alpine Bank Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 6 quarters since.
  • Alpine Bank Wealth Management's Oracle position peaked at $4.19M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.