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BlackDiamond Wealth Management’s Oracle ORCL Stock Holding History

BlackDiamond 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 		$464K Buy
3,152
+320
+11% +$52K 0.22% 99
2025
Q4 		$443K Buy
2,832
+366
+15% +$87.1K 0.22% 96
2025
Q3 		$694K Buy
2,466
+17
+0.7% +$4.33K 0.38% 53
2025
Q2 		$536K Buy
2,449
+82
+3% +$13.2K 0.31% 61
2025
Q1 		$356K Buy
2,367
+126
+6% +$20.5K 0.24% 78
2024
Q4 		$373K Buy
2,241
+117
+6% +$20.8K 0.22% 99
2024
Q3 		$403K Buy
2,124
+283
+15% +$41K 0.24% 94
2024
Q2 		$237K Buy
1,841
+126
+7% +$15.6K 0.16% 127
2024
Q1 		$215K Sell
1,715
-246
-13% -$28.2K 0.15% 137
2023
Q4 		$228K Buy
+1,961
New +$214K 0.17% 127

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

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

BlackDiamond Wealth Management increased its Oracle (ORCL) stake by 11% in Q1 2026, buying an estimated $52K and bringing the position to 3,152 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #99.

BlackDiamond Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $694K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BlackDiamond Wealth Management held 3,152 shares of Oracle worth $464K as of Q1 2026.
  • BlackDiamond Wealth Management bought 320 Oracle shares in Q1 2026, an estimated $52K.
  • Oracle made up 0.22% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #99 holding.
  • BlackDiamond Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • BlackDiamond Wealth Management's Oracle position peaked at $694K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.