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Cahaba Wealth Management’s Oracle ORCL Stock Holding History

Cahaba 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 		$461K Buy
3,131
+22
+0.7% +$3.58K 0.03% 102
2025
Q4 		$606K Sell
3,109
-27
-0.9% -$6.43K 0.04% 82
2025
Q3 		$882K Sell
3,136
-17
-0.5% -$4.33K 0.06% 60
2025
Q2 		$689K Buy
3,153
+8
+0.3% +$1.29K 0.05% 71
2025
Q1 		$440K Buy
3,145
+476
+18% +$77.5K 0.04% 96
2024
Q4 		$445K Sell
2,669
-24
-0.9% -$4.26K 0.04% 95
2024
Q3 		$459K Buy
2,693
+25
+0.9% +$3.62K 0.04% 93
2024
Q2 		$377K Sell
2,668
-353
-12% -$43.8K 0.03% 101
2024
Q1 		$379K Buy
3,021
+190
+7% +$21.7K 0.03% 102
2023
Q4 		$298K Buy
2,831
+13
+0.5% +$1.42K 0.03% 109
2023
Q3 		$298K Buy
2,818
+2
+0.1% +$232 0.03% 107
2023
Q2 		$335K Buy
2,816
+3
+0.1% +$310 0.04% 103
2023
Q1 		$261K Buy
2,813
+2
+0.1% +$175 0.03% 116
2022
Q4 		$230K Buy
+2,811
New +$214K 0.03% 128
2022
Q2 		– Sell
-2,823
Closed -$207K – 139
2022
Q1 		$207K Buy
2,823
+14
+0.5% +$1.13K 0.03% 137
2021
Q4 		$245K Sell
2,809
-4
-0.1% -$376 0.03% 130
2021
Q3 		$245K Buy
+2,813
New +$248K 0.04% 119

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

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

Cahaba Wealth Management increased its Oracle (ORCL) stake by 0.71% in Q1 2026, buying an estimated $3.58K and bringing the position to 3,131 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #102.

Cahaba Wealth Management first reported a position in ORCL in Q3 2021 and has held it in 17 quarters since. The position peaked at $882K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cahaba Wealth Management held 3,131 shares of Oracle worth $461K as of Q1 2026.
  • Cahaba Wealth Management bought 22 Oracle shares in Q1 2026, an estimated $3.58K.
  • Oracle made up 0.03% of Cahaba Wealth Management's portfolio in Q1 2026, its #102 holding.
  • Cahaba Wealth Management first reported a position in Oracle in Q3 2021 and has held it in 17 quarters since.
  • Cahaba Wealth Management's Oracle position peaked at $882K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cahaba Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.