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CM Wealth Advisors’s Oracle ORCL Stock Holding History

CM 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 		– Sell
-1,120
Closed -$218K – 150
2025
Q4 		$218K Buy
+1,120
New +$267K 0.05% 134
2025
Q2 		– Sell
-1,496
Closed -$209K – 85
2025
Q1 		$209K Hold
1,496
– – 0.07% 83
2024
Q4 		$249K Hold
1,496
– – 0.08% 76
2024
Q3 		$255K Hold
1,496
– – 0.08% 78
2024
Q2 		$211K Buy
+1,496
New +$186K 0.1% 70

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

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

CM Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,120 shares — an estimated $218K sold.

CM Wealth Advisors first reported a position in ORCL in Q2 2024 and held it in 5 quarters. The position peaked at $255K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CM Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 1,120 Oracle shares in Q1 2026, an estimated $218K.
  • CM Wealth Advisors first reported a position in Oracle in Q2 2024 and held it in 5 quarters.
  • CM Wealth Advisors's Oracle position peaked at $255K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.