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Eads & Heald Wealth Management’s Oracle ORCL Stock Holding History

Eads & Heald 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 		$2.11M Sell
14,360
-95
-0.7% -$15.4K 1.05% 36
2025
Q4 		$2.82M Sell
14,455
-897
-6% -$214K 1.36% 17
2025
Q3 		$4.32M Sell
15,352
-2,685
-15% -$684K 2.06% 2
2025
Q2 		$3.94M Sell
18,037
-1,224
-6% -$198K 1.95% 2
2025
Q1 		$2.69M Sell
19,261
-810
-4% -$132K 1.37% 16
2024
Q4 		$3.35M Sell
20,071
-1,460
-7% -$259K 1.65% 7
2024
Q3 		$3.67M Sell
21,531
-2,287
-10% -$331K 1.74% 3
2024
Q2 		$3.36M Sell
23,818
-1,063
-4% -$132K 1.62% 5
2024
Q1 		$3.13M Sell
24,881
-1,655
-6% -$189K 1.46% 9
2023
Q4 		$2.8M Sell
26,536
-365
-1% -$39.8K 1.35% 15
2023
Q3 		$2.85M Sell
26,901
-1,102
-4% -$128K 1.49% 5
2023
Q2 		$3.33M Sell
28,003
-4,507
-14% -$466K 1.64% 2
2023
Q1 		$3.02M Sell
32,510
-483
-1% -$42.4K 1.5% 5
2022
Q4 		$2.7M Sell
32,993
-115
-0.3% -$8.74K 1.37% 14
2022
Q3 		$2.02M Buy
33,108
+283
+0.9% +$20.7K 1.15% 33
2022
Q2 		$2.29M Sell
32,825
-15
-0% -$1.1K 1.23% 18
2022
Q1 		$2.72M Sell
32,840
-165
-0.5% -$13.4K 1.26% 19
2021
Q4 		$2.88M Sell
33,005
-1,237
-4% -$116K 1.25% 20
2021
Q3 		$2.98M Sell
34,242
-377
-1% -$33.3K 1.44% 7
2021
Q2 		$2.69M Sell
34,619
-2,159
-6% -$169K 1.31% 15
2021
Q1 		$2.58M Buy
36,778
+567
+2% +$36.7K 1.33% 16
2020
Q4 		$2.34M Buy
36,211
+99
+0.3% +$5.89K 1.26% 25
2020
Q3 		$2.16M Sell
36,112
-4,007
-10% -$228K 1.29% 21
2020
Q2 		$2.22M Sell
40,119
-955
-2% -$50.6K 1.35% 18
2020
Q1 		$1.99M Buy
41,074
+51
+0.1% +$2.63K 1.4% 19
2019
Q4 		$2.17M Buy
41,023
+568
+1% +$31.3K 1.15% 33
2019
Q3 		$2.23M Buy
40,455
+347
+0.9% +$19.2K 1.24% 29
2019
Q2 		$2.29M Sell
40,108
-718
-2% -$38.9K 1.29% 22
2019
Q1 		$2.19M Buy
40,826
+376
+0.9% +$19.2K 1.27% 26
2018
Q4 		$1.83M Sell
40,450
-392
-1% -$18.8K 1.22% 32
2018
Q3 		$2.11M Buy
40,842
+145
+0.4% +$7.04K 1.21% 31
2018
Q2 		$1.79M Buy
40,697
+79
+0.2% +$3.64K 1.11% 38
2018
Q1 		$1.86M Sell
40,618
-1,505
-4% -$74.8K 1.18% 34
2017
Q4 		$1.99M Sell
42,123
-3
-0% -$147 1.17% 32
2017
Q3 		$2.04M Sell
42,126
-665
-2% -$33.1K 1.27% 18
2017
Q2 		$2.15M Sell
42,791
-1,050
-2% -$47.9K 1.38% 14
2017
Q1 		$1.96M Buy
43,841
+90
+0.2% +$3.75K 1.26% 19
2016
Q4 		$1.68M Buy
43,751
+775
+2% +$30.3K 1.15% 37
2016
Q3 		$1.69M Sell
42,976
-351
-0.8% -$14.3K 1.16% 32
2016
Q2 		$1.77M Sell
43,327
-1,289
-3% -$51.5K 1.22% 27
2016
Q1 		$1.82M Sell
44,616
-1,300
-3% -$48.1K 1.26% 21
2015
Q4 		$1.68M Sell
45,916
-800
-2% -$30.6K 1.16% 31
2015
Q3 		$1.69M Sell
46,716
-775
-2% -$29.8K 1.2% 26
2015
Q2 		$1.91M Sell
47,491
-565
-1% -$24.5K 1.26% 24
2015
Q1 		$2.07M Sell
48,056
-1,887
-4% -$81.8K 1.33% 19
2014
Q4 		$2.25M Sell
49,943
-408
-0.8% -$16.6K 1.43% 7
2014
Q3 		$1.93M Sell
50,351
-1,326
-3% -$53.7K 1.3% 27
2014
Q2 		$2.09M Sell
51,677
-4,491
-8% -$185K 1.39% 20
2014
Q1 		$2.3M Buy
56,168
+589
+1% +$22.4K 1.51% 7
2013
Q4 		$2.13M Buy
55,579
+217
+0.4% +$7.46K 1.41% 19
2013
Q3 		$1.84M Sell
55,362
-3,517
-6% -$114K 1.31% 31
2013
Q2 		$1.81M Buy
+58,879
New +$1.95M 1.28% 30

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

Eads & Heald Wealth Management's ORCL Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Oracle (ORCL) stake by 0.66% in Q1 2026, selling an estimated $15.4K and leaving 14,360 shares worth $2.11M. The position accounts for 1.05% of the portfolio, ranked #36.

Eads & Heald Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.32M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Eads & Heald Wealth Management held 14,360 shares of Oracle worth $2.11M as of Q1 2026.
  • Eads & Heald Wealth Management sold 95 Oracle shares in Q1 2026, an estimated $15.4K.
  • Oracle made up 1.05% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #36 holding.
  • Eads & Heald Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's Oracle position peaked at $4.32M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.