Endowment Wealth Management’s Oracle ORCL Stock Holding History

Endowment 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	$292K	Buy	1,988 +115	+6%	+$18.7K	0.13%	109
2025 Q4	$365K	Sell	1,873 -160	-8%	-$38.1K	0.17%	96
2025 Q3	$572K	Sell	2,033 -99	-5%	-$25.2K	0.26%	77
2025 Q2	$466K	Sell	2,132 -123	-5%	-$19.9K	0.24%	78
2025 Q1	$315K	Buy	2,255 +43	+2%	+$7K	0.2%	101
2024 Q4	$369K	Sell	2,212 -121	-5%	-$21.5K	0.25%	80
2024 Q3	$398K	Sell	2,333 -81	-3%	-$11.7K	0.26%	78
2024 Q2	$341K	Buy	2,414 +1	+0%	+$124	0.25%	84
2024 Q1	$303K	Buy	2,413 +3	+0.1%	+$343	0.23%	95
2023 Q4	$254K	Buy	+2,410	New	+$263K	0.21%	106

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

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

Endowment Wealth Management increased its Oracle (ORCL) stake by 6.1% in Q1 2026, buying an estimated $18.7K and bringing the position to 1,988 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #109.

Endowment Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $572K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Endowment Wealth Management held 1,988 shares of Oracle worth $292K as of Q1 2026.
Endowment Wealth Management bought 115 Oracle shares in Q1 2026, an estimated $18.7K.
Oracle made up 0.13% of Endowment Wealth Management's portfolio in Q1 2026, its #109 holding.
Endowment Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Endowment Wealth Management's Oracle position peaked at $572K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.