Element Wealth’s Oracle ORCL Stock Holding History

Element Wealth’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	$457K	Sell	3,106 -616	-17%	-$100K	0.19%	114
2025 Q4	$725K	Buy	3,722 +1,714	+85%	+$408K	0.3%	80
2025 Q3	$565K	Hold	2,008	–	–	0.25%	91
2025 Q2	$439K	Buy	2,008 +1	+0%	+$161	0.2%	98
2025 Q1	$281K	Sell	2,007 -133	-6%	-$21.7K	0.15%	122
2024 Q4	$357K	Buy	2,140 +24	+1%	+$4.26K	0.19%	98
2024 Q3	$360K	Buy	2,116 +157	+8%	+$22.7K	0.19%	103
2024 Q2	$277K	Buy	1,959 +1	+0.1%	+$124	0.16%	112
2024 Q1	$246K	Buy	+1,958	New	+$224K	0.14%	118

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

Element Wealth's ORCL Position: Q1 2026 in Review

Element Wealth reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $100K and leaving 3,106 shares worth $457K. The position accounts for 0.19% of the portfolio, ranked #114.

Element Wealth first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $725K in Q4 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Element Wealth held 3,106 shares of Oracle worth $457K as of Q1 2026.
Element Wealth sold 616 Oracle shares in Q1 2026, an estimated $100K.
Oracle made up 0.19% of Element Wealth's portfolio in Q1 2026, its #114 holding.
Element Wealth first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
Element Wealth's Oracle position peaked at $725K in Q4 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.