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Evergreen Wealth Solutions’s Oracle ORCL Stock Holding History

Evergreen Wealth Solutions’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 		$300K Buy
2,042
+485
+31% +$78.8K 0.02% 332
2025
Q4 		$303K Buy
1,557
+140
+10% +$33.3K 0.04% 168
2025
Q3 		$399K Buy
1,417
+30
+2% +$7.64K 0.22% 76
2025
Q2 		$303K Buy
+1,387
New +$224K 0.18% 88

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

Evergreen Wealth Solutions's ORCL Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Oracle (ORCL) stake by 31% in Q1 2026, buying an estimated $78.8K and bringing the position to 2,042 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #332.

Evergreen Wealth Solutions first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $399K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evergreen Wealth Solutions held 2,042 shares of Oracle worth $300K as of Q1 2026.
  • Evergreen Wealth Solutions bought 485 Oracle shares in Q1 2026, an estimated $78.8K.
  • Oracle made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #332 holding.
  • Evergreen Wealth Solutions first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Evergreen Wealth Solutions's Oracle position peaked at $399K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.