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Cauble & Harre Wealth Management’s Oracle ORCL Stock Holding History

Cauble & Harre 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 		$365K Hold
1,954
– – 0.29% 58
2025
Q4 		$381K Buy
+1,954
New +$465K 0.32% 47

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

Cauble & Harre Wealth Management's ORCL Position: Q1 2026 in Review

Cauble & Harre Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 1,954 shares worth $365K. The position accounts for 0.29% of the portfolio, ranked #58.

Cauble & Harre Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $381K in Q4 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cauble & Harre Wealth Management held 1,954 shares of Oracle worth $365K as of Q1 2026.
  • Cauble & Harre Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.29% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Cauble & Harre Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Cauble & Harre Wealth Management's Oracle position peaked at $381K in Q4 2025.
  • 3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.