Clarity Retirement & Wealth’s Oracle ORCL Stock Holding History

Clarity Retirement & Wealth’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	-1,392	Closed	-$271K	–	33
2025 Q4	$271K	Buy	+1,392	New	+$331K	0.24%	29

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 $3.38T AUM 44.17% 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

Clarity Retirement & Wealth's ORCL Position: Q1 2026 in Review

Clarity Retirement & Wealth sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,392 shares — an estimated $271K sold.

Clarity Retirement & Wealth first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Clarity Retirement & Wealth reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Clarity Retirement & Wealth sold 1,392 Oracle shares in Q1 2026, an estimated $271K.
Clarity Retirement & Wealth first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
Clarity Retirement & Wealth's Oracle position peaked at $271K in Q4 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Clarity Retirement & Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.