Corient Private Wealth
ORCL icon

Corient Private Wealth’s Oracle ORCL Stock Holding History

Corient Private 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 		$179M Sell
1,197,426
-1,177,833
-50% -$191M 0.26% 78
2025
Q4 		$444M Buy
2,375,259
+1,420,963
+149% +$338M 0.3% 70
2025
Q3 		$267M Sell
954,296
-145,108
-13% -$37M 0.42% 45
2025
Q2 		$240M Sell
1,099,404
-44,792
-4% -$7.23M 0.32% 56
2025
Q1 		$160M Buy
1,144,196
+92,172
+9% +$15M 0.26% 84
2024
Q4 		$173M Sell
1,052,024
-184,479
-15% -$32.8M 0.29% 75
2024
Q3 		$211M Buy
1,236,503
+177,963
+17% +$25.8M 0.33% 59
2024
Q2 		$149M Sell
1,058,540
-30,941
-3% -$3.84M 0.26% 83
2024
Q1 		$137M Sell
1,089,481
-129,321
-11% -$14.8M 0.24% 95
2023
Q4 		$128M Sell
1,218,802
-102,819
-8% -$11.2M 0.24% 98
2023
Q3 		$140M Buy
1,321,621
+33,356
+3% +$3.86M 0.32% 69
2023
Q2 		$153M Buy
1,288,265
+130,853
+11% +$13.5M 0.35% 64
2023
Q1 		$108M Buy
1,157,412
+356,166
+44% +$31.2M 0.29% 87
2022
Q4 		$65.5M Buy
+801,246
New +$60.9M 0.24% 109

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

Corient Private Wealth's ORCL Position: Q1 2026 in Review

Corient Private Wealth reduced its Oracle (ORCL) stake by 50% in Q1 2026, selling an estimated $191M and leaving 1,197,426 shares worth $179M. The position accounts for 0.26% of the portfolio, ranked #78.

Corient Private Wealth first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $444M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Corient Private Wealth held 1,197,426 shares of Oracle worth $179M as of Q1 2026.
  • Corient Private Wealth sold 1,177,833 Oracle shares in Q1 2026, an estimated $191M.
  • Oracle made up 0.26% of Corient Private Wealth's portfolio in Q1 2026, its #78 holding.
  • Corient Private Wealth first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Oracle position peaked at $444M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.