Elk River Wealth Management’s Oracle ORCL Stock Holding History

Elk River 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	-1,078	Closed	-$210K	–	104
2025 Q4	$210K	Hold	1,078	–	–	0.03%	103
2025 Q3	$303K	Hold	1,078	–	–	0.05%	88
2025 Q2	$236K	Buy	+1,078	New	+$174K	0.04%	92
2024 Q1	–	Sell	-4,426	Closed	-$467K	–	109
2023 Q4	$467K	Hold	4,426	–	–	0.09%	81
2023 Q3	$469K	Hold	4,426	–	–	0.1%	77
2023 Q2	$527K	Hold	4,426	–	–	0.11%	71
2023 Q1	$411K	Hold	4,426	–	–	0.09%	82
2022 Q4	$362K	Hold	4,426	–	–	0.09%	88
2022 Q3	$270K	Hold	4,426	–	–	0.07%	92
2022 Q2	$309K	Hold	4,426	–	–	0.08%	89
2022 Q1	$366K	Hold	4,426	–	–	0.08%	90
2021 Q4	$386K	Hold	4,426	–	–	0.09%	96
2021 Q3	$386K	Hold	4,426	–	–	0.1%	92
2021 Q2	$345K	Hold	4,426	–	–	0.09%	92
2021 Q1	$311K	Buy	4,426 +108	+3%	+$6.99K	0.09%	97
2020 Q4	$279K	Buy	+4,318	New	+$257K	0.09%	102

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

Elk River Wealth Management's ORCL Position: Q1 2026 in Review

Elk River Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,078 shares — an estimated $210K sold.

Elk River Wealth Management first reported a position in ORCL in Q4 2020 and held it in 16 quarters. The position peaked at $527K in Q2 2023. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Elk River Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Elk River Wealth Management sold 1,078 Oracle shares in Q1 2026, an estimated $210K.
Elk River Wealth Management first reported a position in Oracle in Q4 2020 and held it in 16 quarters.
Elk River Wealth Management's Oracle position peaked at $527K in Q2 2023.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.