Elite Wealth Management’s Oracle ORCL Stock Holding History

Elite 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	-11,279	Closed	-$2.2M	–	60
2025 Q4	$2.2M	Sell	11,279 -1,034	-8%	-$246K	0.6%	25
2025 Q3	$3.46M	Buy	+12,313	New	+$3.14M	0.9%	21
2019 Q1	–	Sell	-6,070	Closed	-$274K	–	41
2018 Q4	$274K	Hold	6,070	–	–	0.27%	39
2018 Q3	$313K	Hold	6,070	–	–	0.07%	41
2018 Q2	$267K	Sell	6,070 -1,133	-16%	-$52.2K	0.1%	43
2018 Q1	$330K	Buy	7,203 +1,024	+17%	+$50.9K	0.27%	46
2017 Q4	$292K	Buy	+6,179	New	+$303K	0.25%	49
2016 Q3	$238K	Hold	6,070	–	–	0.39%	37
2016 Q2	$248K	Hold	6,070	–	–	0.41%	35
2016 Q1	$248K	Hold	6,070	–	–	0.35%	35
2015 Q4	$221K	Buy	6,070 +70	+1%	+$2.67K	0.33%	38
2015 Q3	$216K	Hold	6,000	–	–	0.34%	55
2015 Q2	$241K	Sell	6,000 -80	-1%	-$3.47K	0.25%	53
2015 Q1	$262K	Hold	6,080	–	–	0.23%	54
2014 Q4	$273K	Buy	6,080 +80	+1%	+$3.26K	0.26%	52
2014 Q3	$230K	Hold	6,000	–	–	0.21%	67
2014 Q2	$243K	Sell	6,000 -70	-1%	-$2.88K	0.24%	60
2014 Q1	$248K	Sell	6,070 -1,910	-24%	-$72.7K	0.2%	62
2013 Q4	$305K	Buy	7,980 +350	+5%	+$12K	0.22%	60
2013 Q3	$253K	Hold	7,630	–	–	0.22%	65
2013 Q2	$234K	Buy	+7,630	New	+$253K	0.34%	38

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

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

Elite Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 11,279 shares — an estimated $2.2M sold.

Elite Wealth Management first reported a position in ORCL in Q2 2013 and held it in 21 quarters. The position peaked at $3.46M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Elite Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Elite Wealth Management sold 11,279 Oracle shares in Q1 2026, an estimated $2.2M.
Elite Wealth Management first reported a position in Oracle in Q2 2013 and held it in 21 quarters.
Elite Wealth Management's Oracle position peaked at $3.46M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Elite Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.