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Barnes Wealth Management Group’s Oracle ORCL Stock Holding History

Barnes 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 		– Sell
-2,102
Closed -$410K – 193
2025
Q4 		$410K Buy
2,102
+90
+4% +$21.4K 0.22% 102
2025
Q3 		$566K Sell
2,012
-126
-6% -$32.1K 0.31% 78
2025
Q2 		$467K Buy
2,138
+69
+3% +$11.1K 0.28% 85
2025
Q1 		$289K Buy
2,069
+90
+5% +$14.7K 0.19% 110
2024
Q4 		$330K Buy
+1,979
New +$352K 0.22% 101

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

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

Barnes Wealth Management Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,102 shares — an estimated $410K sold.

Barnes Wealth Management Group first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $566K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Barnes Wealth Management Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Barnes Wealth Management Group sold 2,102 Oracle shares in Q1 2026, an estimated $410K.
  • Barnes Wealth Management Group first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Barnes Wealth Management Group's Oracle position peaked at $566K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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