Dynasty Wealth Management’s Oracle ORCL Stock Holding History

Dynasty 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	$2.99M	Sell	20,331 -2,980	-13%	-$484K	0.03%	99
2025 Q4	$4.54M	Buy	23,311 +823	+4%	+$196K	0.04%	89
2025 Q3	$6.32M	Buy	22,488 +789	+4%	+$201K	0.08%	65
2025 Q2	$4.74M	Sell	21,699 -12,045	-36%	-$1.95M	0.08%	57
2025 Q1	$4.72M	Sell	33,744 -3,555	-10%	-$579K	0.08%	60
2024 Q4	$6.22M	Buy	37,299 +2,195	+6%	+$390K	0.11%	56
2024 Q3	$5.98M	Buy	35,104 +16,555	+89%	+$2.4M	0.18%	41
2024 Q2	$2.62M	Buy	18,549 +3,897	+27%	+$484K	0.08%	74
2024 Q1	$1.84M	Buy	+14,652	New	+$1.68M	0.06%	74
2018 Q4	–	Sell	-6,063	Closed	-$313K	–	76
2018 Q3	$313K	Buy	+6,063	New	+$295K	0.4%	68

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

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

Dynasty Wealth Management reduced its Oracle (ORCL) stake by 13% in Q1 2026, selling an estimated $484K and leaving 20,331 shares worth $2.99M. The position accounts for 0.03% of the portfolio, ranked #99.

Dynasty Wealth Management first reported a position in ORCL in Q3 2018 and has held it in 10 quarters since. The position peaked at $6.32M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Dynasty Wealth Management held 20,331 shares of Oracle worth $2.99M as of Q1 2026.
Dynasty Wealth Management sold 2,980 Oracle shares in Q1 2026, an estimated $484K.
Oracle made up 0.03% of Dynasty Wealth Management's portfolio in Q1 2026, its #99 holding.
Dynasty Wealth Management first reported a position in Oracle in Q3 2018 and has held it in 10 quarters since.
Dynasty Wealth Management's Oracle position peaked at $6.32M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.