EW
ORCL icon

Evoke Wealth’s Oracle ORCL Stock Holding History

Evoke Wealth’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 		$6.76M Sell
45,968
-9,065
-16% -$1.47M 0.12% 73
2025
Q4 		$10.7M Buy
55,033
+1,358
+3% +$323K 0.2% 57
2025
Q3 		$15.1M Buy
53,675
+526
+1% +$134K 0.31% 43
2025
Q2 		$11.6M Sell
53,149
-992
-2% -$160K 0.27% 48
2025
Q1 		$7.57M Sell
54,141
-4,113
-7% -$670K 0.2% 53
2024
Q4 		$9.71M Buy
58,254
+850
+1% +$151K 0.27% 47
2024
Q3 		$9.78M Buy
+57,404
New +$8.31M 0.27% 48
2024
Q2 		– Sell
-66,235
Closed -$8.32M – 304
2024
Q1 		$8.32M Buy
+66,235
New +$7.58M 0.25% 48
2023
Q4 		– Sell
-57,043
Closed -$6.04M – 274
2023
Q3 		$6.04M Buy
57,043
+371
+0.7% +$42.9K 0.21% 55
2023
Q2 		$6.75M Sell
56,672
-10,501
-16% -$1.09M 0.23% 51
2023
Q1 		$6.24M Sell
67,173
-1,043
-2% -$91.5K 0.23% 50
2022
Q4 		$5.58M Buy
68,216
+746
+1% +$56.7K 0.2% 55
2022
Q3 		$4.12M Sell
67,470
-1,185
-2% -$86.8K 0.17% 61
2022
Q2 		$4.8M Sell
68,655
-9,436
-12% -$691K 0.18% 61
2022
Q1 		$6.46M Buy
78,091
+3,373
+5% +$273K 0.21% 59
2021
Q4 		$6.52M Sell
74,718
-1,079
-1% -$101K 0.21% 65
2021
Q3 		$6.6M Sell
75,797
-1,103
-1% -$97.4K 0.25% 48
2021
Q2 		$5.99M Sell
76,900
-583
-0.8% -$45.6K 0.23% 58
2021
Q1 		$5.44M Buy
77,483
+67,311
+662% +$4.36M 0.25% 57
2020
Q4 		$658K Buy
10,172
+2,472
+32% +$147K 0.04% 127
2020
Q3 		$460K Sell
7,700
-54
-0.7% -$3.07K 0.04% 140
2020
Q2 		$429K Buy
7,754
+5,352
+223% +$284K 0.04% 126
2020
Q1 		$116K Sell
2,402
-4,226
-64% -$218K 0.02% 243
2019
Q4 		$351K Sell
6,628
-6,134
-48% -$338K 0.04% 152
2019
Q3 		$702K Buy
+12,762
New +$705K 0.09% 121

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

Evoke Wealth's ORCL Position: Q1 2026 in Review

Evoke Wealth reduced its Oracle (ORCL) stake by 16% in Q1 2026, selling an estimated $1.47M and leaving 45,968 shares worth $6.76M. The position accounts for 0.12% of the portfolio, ranked #73.

Evoke Wealth first reported a position in ORCL in Q3 2019 and has held it in 25 quarters since. The position peaked at $15.1M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evoke Wealth held 45,968 shares of Oracle worth $6.76M as of Q1 2026.
  • Evoke Wealth sold 9,065 Oracle shares in Q1 2026, an estimated $1.47M.
  • Oracle made up 0.12% of Evoke Wealth's portfolio in Q1 2026, its #73 holding.
  • Evoke Wealth first reported a position in Oracle in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Oracle position peaked at $15.1M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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