Elwood & Goetz Wealth Advisory Group’s Oracle ORCL Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$347K	Buy	2,356 +261	+12%	+$42.4K	0.06%	92
2025 Q4	$408K	Sell	2,095 -3	-0.1%	-$714	0.07%	74
2025 Q3	$590K	Buy	2,098 +320	+18%	+$81.5K	0.11%	60
2025 Q2	$389K	Buy	+1,778	New	+$287K	0.08%	72
2025 Q1	–	Sell	-1,410	Closed	-$235K	–	104
2024 Q4	$235K	Hold	1,410	–	–	0.06%	88
2024 Q3	$240K	Buy	+1,410	New	+$204K	0.06%	91

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

Elwood & Goetz Wealth Advisory Group's ORCL Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Oracle (ORCL) stake by 12% in Q1 2026, buying an estimated $42.4K and bringing the position to 2,356 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #92.

Elwood & Goetz Wealth Advisory Group first reported a position in ORCL in Q3 2024 and has held it in 6 quarters since. The position peaked at $590K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 2,356 shares of Oracle worth $347K as of Q1 2026.
Elwood & Goetz Wealth Advisory Group bought 261 Oracle shares in Q1 2026, an estimated $42.4K.
Oracle made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #92 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Oracle in Q3 2024 and has held it in 6 quarters since.
Elwood & Goetz Wealth Advisory Group's Oracle position peaked at $590K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.