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Darden Wealth Group’s Oracle ORCL Stock Holding History

Darden Wealth Group’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
-3,046
Closed -$594K – 163
2025
Q4 		$594K Sell
3,046
-705
-19% -$168K 0.29% 73
2025
Q3 		$1.05M Buy
3,751
+1,371
+58% +$349K 0.55% 46
2025
Q2 		$520K Buy
2,380
+480
+25% +$77.5K 0.31% 68
2025
Q1 		$266K Hold
1,900
– – 0.21% 89
2024
Q4 		$317K Hold
1,900
– – 0.21% 82
2024
Q3 		$324K Hold
1,900
– – 0.23% 79
2024
Q2 		$268K Hold
1,900
– – 0.16% 85
2024
Q1 		$239K Hold
1,900
– – 0.19% 93
2023
Q4 		$200K Buy
+1,900
New +$207K 0.19% 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

Darden Wealth Group's ORCL Position: Q1 2026 in Review

Darden Wealth Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 3,046 shares — an estimated $594K sold.

Darden Wealth Group first reported a position in ORCL in Q4 2023 and held it in 9 quarters. The position peaked at $1.05M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Darden Wealth Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Darden Wealth Group sold 3,046 Oracle shares in Q1 2026, an estimated $594K.
  • Darden Wealth Group first reported a position in Oracle in Q4 2023 and held it in 9 quarters.
  • Darden Wealth Group's Oracle position peaked at $1.05M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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