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Dynamic Wealth Strategies’s Oracle ORCL Stock Holding History

Dynamic Wealth Strategies’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 		$441 Hold
3
– – ﹤0.01% 288
2025
Q4 		$585 Buy
+3
New +$714 ﹤0.01% 249

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

Dynamic Wealth Strategies's ORCL Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Oracle (ORCL) position steady in Q1 2026 at 3 shares worth $441. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Dynamic Wealth Strategies first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $585 in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Dynamic Wealth Strategies held 3 shares of Oracle worth $441 as of Q1 2026.
  • Dynamic Wealth Strategies left its Oracle share count unchanged in Q1 2026.
  • Oracle made up ﹤0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #288 holding.
  • Dynamic Wealth Strategies first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Dynamic Wealth Strategies's Oracle position peaked at $585 in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.