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EPG Wealth Management’s Oracle ORCL Stock Holding History

EPG 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 		$1.02M Buy
6,916
+730
+12% +$119K 0.28% 101
2025
Q4 		$1.21M Buy
6,186
+354
+6% +$84.3K 0.32% 84
2025
Q3 		$1.64M Buy
5,832
+587
+11% +$149K 0.45% 60
2025
Q2 		$1.15M Sell
5,245
-86
-2% -$13.9K 0.34% 86
2025
Q1 		$745K Buy
+5,331
New +$868K 0.21% 134
2023
Q4 		– Sell
-2,293
Closed -$243K – 442
2023
Q3 		$243K Buy
2,293
+7
+0.3% +$810 0.07% 217
2023
Q2 		$272K Buy
2,286
+8
+0.4% +$827 0.08% 201
2023
Q1 		$212K Buy
+2,278
New +$200K 0.07% 225
2020
Q2 		– Sell
-1,933
Closed -$93K – 575
2020
Q1 		$93K Buy
1,933
+552
+40% +$28.5K 0.07% 183
2019
Q4 		$73K Buy
+1,381
New +$76K 0.05% 181

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

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

EPG Wealth Management increased its Oracle (ORCL) stake by 12% in Q1 2026, buying an estimated $119K and bringing the position to 6,916 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #101.

EPG Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.64M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • EPG Wealth Management held 6,916 shares of Oracle worth $1.02M as of Q1 2026.
  • EPG Wealth Management bought 730 Oracle shares in Q1 2026, an estimated $119K.
  • Oracle made up 0.28% of EPG Wealth Management's portfolio in Q1 2026, its #101 holding.
  • EPG Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 10 quarters since.
  • EPG Wealth Management's Oracle position peaked at $1.64M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.