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Evolve Private Wealth’s Oracle ORCL Stock Holding History

Evolve Private 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 		$3.95M Buy
26,869
+4,989
+23% +$811K 0.21% 80
2025
Q4 		$4.26M Buy
+21,880
New +$5.21M 0.25% 67

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

Evolve Private Wealth's ORCL Position: Q1 2026 in Review

Evolve Private Wealth increased its Oracle (ORCL) stake by 23% in Q1 2026, buying an estimated $811K and bringing the position to 26,869 shares worth $3.95M. The position accounts for 0.21% of the portfolio, ranked #80.

Evolve Private Wealth first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.26M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Evolve Private Wealth held 26,869 shares of Oracle worth $3.95M as of Q1 2026.
  • Evolve Private Wealth bought 4,989 Oracle shares in Q1 2026, an estimated $811K.
  • Oracle made up 0.21% of Evolve Private Wealth's portfolio in Q1 2026, its #80 holding.
  • Evolve Private Wealth first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Oracle position peaked at $4.26M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.