Cascade Wealth Advisors’s Oracle ORCL Stock Holding History

Cascade Wealth Advisors’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	$234K	Buy	+1,195	New	+$194K	0.1%	57

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Wealth Advisors's ORCL Position: Q1 2026 in Review

Cascade Wealth Advisors opened a new position in Oracle (ORCL) in Q1 2026: 1,195 shares worth $234K. The stake represents 0.1% of the portfolio and ranks #57 among its holdings.

3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Cascade Wealth Advisors held 1,195 shares of Oracle worth $234K as of Q1 2026.
Oracle was a new Cascade Wealth Advisors position in Q1 2026.
Oracle made up 0.1% of Cascade Wealth Advisors's portfolio in Q1 2026, its #57 holding.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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