Bucket List Wealth Management’s Oracle ORCL Stock Holding History

Bucket List 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	–	Sell	-1,599	Closed	-$312K	–	67
2025 Q4	$312K	Buy	+1,599	New	+$381K	0.19%	46

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bucket List Wealth Management's ORCL Position: Q1 2026 in Review

Bucket List Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,599 shares — an estimated $312K sold.

Bucket List Wealth Management first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $312K in Q4 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Bucket List Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Bucket List Wealth Management sold 1,599 Oracle shares in Q1 2026, an estimated $312K.
Bucket List Wealth Management first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
Bucket List Wealth Management's Oracle position peaked at $312K in Q4 2025.
3,499 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bucket List Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.