AWM
ORCL icon

Angeles Wealth Management’s Oracle ORCL Stock Holding History

Angeles 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 		$1.36M Buy
9,238
+2,128
+30% +$346K 0.07% 103
2025
Q4 		$1.39M Buy
7,110
+871
+14% +$207K 0.08% 101
2025
Q3 		$1.75M Buy
6,239
+347
+6% +$88.4K 0.11% 75
2025
Q2 		$1.29M Buy
5,892
+407
+7% +$65.7K 0.09% 81
2025
Q1 		$767K Buy
5,485
+255
+5% +$41.5K 0.06% 109
2024
Q4 		$872K Buy
5,230
+244
+5% +$43.3K 0.07% 99
2024
Q3 		$850K Sell
4,986
-75
-1% -$10.9K 0.07% 94
2024
Q2 		$715K Buy
5,061
+1,551
+44% +$193K 0.07% 101
2024
Q1 		$441K Buy
3,510
+484
+16% +$55.4K 0.04% 130
2023
Q4 		$319K Buy
3,026
+277
+10% +$30.2K 0.04% 148
2023
Q3 		$291K Buy
2,749
+10
+0.4% +$1.16K 0.04% 134
2023
Q2 		$326K Buy
2,739
+51
+2% +$5.27K 0.04% 134
2023
Q1 		$250K Sell
2,688
-56
-2% -$4.91K 0.04% 152
2022
Q4 		$224K Buy
+2,744
New +$209K 0.04% 159

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

Angeles Wealth Management's ORCL Position: Q1 2026 in Review

Angeles Wealth Management increased its Oracle (ORCL) stake by 30% in Q1 2026, buying an estimated $346K and bringing the position to 9,238 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #103.

Angeles Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Angeles Wealth Management held 9,238 shares of Oracle worth $1.36M as of Q1 2026.
  • Angeles Wealth Management bought 2,128 Oracle shares in Q1 2026, an estimated $346K.
  • Oracle made up 0.07% of Angeles Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Angeles Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Angeles Wealth Management's Oracle position peaked at $1.75M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.