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Correct Capital Wealth Management’s Oracle ORCL Stock Holding History

Correct Capital 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 		$1.38M Buy
9,407
+3,524
+60% +$573K 0.26% 47
2025
Q4 		$1.15M Sell
5,883
-295
-5% -$70.2K 0.21% 54
2025
Q3 		$1.74M Buy
6,178
+2,476
+67% +$631K 0.29% 46
2025
Q2 		$809K Sell
3,702
-37
-1% -$5.97K 0.12% 66
2025
Q1 		$523K Buy
3,739
+109
+3% +$17.7K 0.08% 78
2024
Q4 		$605K Buy
3,630
+98
+3% +$17.4K 0.12% 67
2024
Q3 		$602K Buy
3,532
+281
+9% +$40.7K 0.13% 68
2024
Q2 		$459K Buy
3,251
+123
+4% +$15.3K 0.11% 80
2024
Q1 		$393K Buy
3,128
+178
+6% +$20.4K 0.09% 95
2023
Q4 		$311K Buy
+2,950
New +$322K 0.08% 98

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

Correct Capital Wealth Management's ORCL Position: Q1 2026 in Review

Correct Capital Wealth Management increased its Oracle (ORCL) stake by 60% in Q1 2026, buying an estimated $573K and bringing the position to 9,407 shares worth $1.38M. The position accounts for 0.26% of the portfolio, ranked #47.

Correct Capital Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.74M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Correct Capital Wealth Management held 9,407 shares of Oracle worth $1.38M as of Q1 2026.
  • Correct Capital Wealth Management bought 3,524 Oracle shares in Q1 2026, an estimated $573K.
  • Oracle made up 0.26% of Correct Capital Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Correct Capital Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Correct Capital Wealth Management's Oracle position peaked at $1.74M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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