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Encompass Wealth Advisors’s Oracle ORCL Stock Holding History

Encompass Wealth Advisors’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 		$206K Sell
1,398
-208
-13% -$33.8K 0.07% 98
2025
Q4 		$313K Sell
1,606
-12
-0.7% -$2.86K 0.11% 82
2025
Q3 		$455K Sell
1,618
-37
-2% -$9.42K 0.15% 70
2025
Q2 		$362K Buy
1,655
+72
+5% +$11.6K 0.13% 78
2025
Q1 		$221K Hold
1,583
– – 0.09% 92
2024
Q4 		$264K Buy
1,583
+137
+9% +$24.3K 0.11% 87
2024
Q3 		$246K Buy
+1,446
New +$209K 0.06% 211

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

Encompass Wealth Advisors's ORCL Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Oracle (ORCL) stake by 13% in Q1 2026, selling an estimated $33.8K and leaving 1,398 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #98.

Encompass Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $455K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Encompass Wealth Advisors held 1,398 shares of Oracle worth $206K as of Q1 2026.
  • Encompass Wealth Advisors sold 208 Oracle shares in Q1 2026, an estimated $33.8K.
  • Oracle made up 0.07% of Encompass Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Encompass Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Encompass Wealth Advisors's Oracle position peaked at $455K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.