CWM
ORCL icon

Contango Wealth Management’s Oracle ORCL Stock Holding History

Contango 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 		$279K Hold
1,898
– – 0.33% 44
2025
Q4 		$370K Buy
+1,898
New +$452K 0.41% 31

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

Contango Wealth Management's ORCL Position: Q1 2026 in Review

Contango Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 1,898 shares worth $279K. The position accounts for 0.33% of the portfolio, ranked #44.

Contango Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $370K in Q4 2025. 3,480 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Contango Wealth Management held 1,898 shares of Oracle worth $279K as of Q1 2026.
  • Contango Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.33% of Contango Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Contango Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Contango Wealth Management's Oracle position peaked at $370K in Q4 2025.
  • 3,480 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.