Todd Wealth Management, LLC’s Oracle ORCL Stock Holding History

Todd Wealth Management, LLC’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	-1,135	Closed	-$221K	–	108
2025 Q4	$221K	Buy	+1,135	New	+$270K	0.2%	88

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Todd Wealth Management, LLC's ORCL Position: Q1 2026 in Review

Todd Wealth Management, LLC sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,135 shares — an estimated $221K sold.

Todd Wealth Management, LLC first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Todd Wealth Management, LLC reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Todd Wealth Management, LLC sold 1,135 Oracle shares in Q1 2026, an estimated $221K.
Todd Wealth Management, LLC first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
Todd Wealth Management, LLC's Oracle position peaked at $221K in Q4 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q1 2026, filed 7 Oct 2026.