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CreativeOne Wealth’s Oracle ORCL Stock Holding History

CreativeOne 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 		$3.72M Sell
25,268
-392
-2% -$63.7K 0.09% 223
2025
Q4 		$5M Buy
25,660
+11
+0% +$2.62K 0.12% 151
2025
Q3 		$7.21M Buy
25,649
+3,438
+15% +$876K 0.18% 99
2025
Q2 		$4.86M Buy
22,211
+2,634
+13% +$425K 0.13% 158
2025
Q1 		$2.74M Sell
19,577
-2,463
-11% -$401K 0.08% 236
2024
Q4 		$3.67M Buy
22,040
+5,836
+36% +$1.04M 0.11% 172
2024
Q3 		$2.76M Buy
16,204
+4,132
+34% +$599K 0.09% 210
2024
Q2 		$1.71M Buy
12,072
+2,653
+28% +$329K 0.09% 218
2024
Q1 		$1.18M Buy
9,419
+3,056
+48% +$350K 0.05% 343
2023
Q4 		$670K Buy
6,363
+2,253
+55% +$246K 0.04% 313
2023
Q3 		$435K Sell
4,110
-1,282
-24% -$148K 0.03% 358
2023
Q2 		$642K Buy
5,392
+317
+6% +$32.8K 0.03% 425
2023
Q1 		$472K Buy
5,075
+839
+20% +$73.6K 0.02% 485
2022
Q4 		$346K Sell
4,236
-730
-15% -$55.5K 0.02% 535
2022
Q3 		$303K Buy
4,966
+1,219
+33% +$89.2K 0.02% 543
2022
Q2 		$262K Sell
3,747
-893
-19% -$65.4K 0.01% 602
2022
Q1 		$384K Buy
4,640
+497
+12% +$40.3K 0.02% 508
2021
Q4 		$361K Buy
4,143
+98
+2% +$9.2K 0.02% 542
2021
Q3 		$352K Buy
4,045
+439
+12% +$38.8K 0.02% 507
2021
Q2 		$281K Sell
3,606
-1,945
-35% -$152K 0.02% 552
2021
Q1 		$389K Buy
5,551
+461
+9% +$29.8K 0.03% 391
2020
Q4 		$329K Buy
+5,090
New +$303K 0.03% 356

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

CreativeOne Wealth's ORCL Position: Q1 2026 in Review

CreativeOne Wealth reduced its Oracle (ORCL) stake by 1.5% in Q1 2026, selling an estimated $63.7K and leaving 25,268 shares worth $3.72M. The position accounts for 0.09% of the portfolio, ranked #223.

CreativeOne Wealth first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.21M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CreativeOne Wealth held 25,268 shares of Oracle worth $3.72M as of Q1 2026.
  • CreativeOne Wealth sold 392 Oracle shares in Q1 2026, an estimated $63.7K.
  • Oracle made up 0.09% of CreativeOne Wealth's portfolio in Q1 2026, its #223 holding.
  • CreativeOne Wealth first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • CreativeOne Wealth's Oracle position peaked at $7.21M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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