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Cherry Tree Wealth Management’s Oracle ORCL Stock Holding History

Cherry Tree 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 		$54K Hold
367
– – 0.01% 260
2025
Q4 		$71.5K Sell
367
-46
-11% -$11K 0.02% 238
2025
Q3 		$116K Hold
413
– – 0.03% 208
2025
Q2 		$90.3K Sell
413
-85
-17% -$13.7K 0.02% 226
2025
Q1 		$69.6K Hold
498
– – 0.02% 236
2024
Q4 		$83K Hold
498
– – 0.02% 226
2024
Q3 		$84.9K Hold
498
– – 0.02% 229
2024
Q2 		$70.3K Sell
498
-97
-16% -$12K 0.02% 233
2024
Q1 		$74.7K Buy
595
+22
+4% +$2.52K 0.02% 226
2023
Q4 		$60.4K Buy
573
+205
+56% +$22.4K 0.02% 230
2023
Q3 		$39K Hold
368
– – 0.01% 245
2023
Q2 		$43.8K Buy
+368
New +$38K 0.01% 238

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

Cherry Tree Wealth Management's ORCL Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 367 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #260.

Cherry Tree Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $116K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cherry Tree Wealth Management held 367 shares of Oracle worth $54K as of Q1 2026.
  • Cherry Tree Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #260 holding.
  • Cherry Tree Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Oracle position peaked at $116K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.