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Ariadne Wealth Management’s Oracle ORCL Stock Holding History

Ariadne 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 		$923K Buy
6,275
+184
+3% +$29.9K 0.41% 55
2025
Q4 		$953K Buy
6,091
+146
+2% +$34.8K 0.39% 58
2025
Q3 		$1.29M Sell
5,945
-65
-1% -$16.6K 0.58% 41
2025
Q2 		$1.47M Buy
6,010
+192
+3% +$31K 0.7% 34
2025
Q1 		$875K Sell
5,818
-701
-11% -$114K 0.46% 57
2024
Q4 		$1.17M Buy
6,519
+351
+6% +$62.4K 0.53% 44
2024
Q3 		$1.15M Buy
+6,168
New +$893K 0.63% 39

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

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

Ariadne Wealth Management increased its Oracle (ORCL) stake by 3% in Q1 2026, buying an estimated $29.9K and bringing the position to 6,275 shares worth $923K. The position accounts for 0.41% of the portfolio, ranked #55.

Ariadne Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ariadne Wealth Management held 6,275 shares of Oracle worth $923K as of Q1 2026.
  • Ariadne Wealth Management bought 184 Oracle shares in Q1 2026, an estimated $29.9K.
  • Oracle made up 0.41% of Ariadne Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Ariadne Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Ariadne Wealth Management's Oracle position peaked at $1.47M in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.