DWR Wealth Management’s Oracle ORCL Stock Holding History

DWR 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	–	Sell	-1,716	Closed	-$338K	–	53
2025 Q4	$338K	Buy	+1,716	New	+$409K	0.31%	40

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DWR Wealth Management's ORCL Position: Q1 2026 in Review

DWR Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,716 shares — an estimated $338K sold.

DWR Wealth Management first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $338K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

DWR Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
DWR Wealth Management sold 1,716 Oracle shares in Q1 2026, an estimated $338K.
DWR Wealth Management first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
DWR Wealth Management's Oracle position peaked at $338K in Q4 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on DWR Wealth Management's 13F filing for Q1 2026, filed 7 Apr 2026.