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Focused Wealth Management’s Oracle ORCL Stock Holding History

Focused 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 		$621K Buy
4,224
+80
+2% +$13K 0.06% 97
2025
Q4 		$808K Sell
4,144
-23
-0.6% -$5.48K 0.08% 85
2025
Q3 		$1.17M Buy
4,167
+204
+5% +$52K 0.12% 72
2025
Q2 		$866K Buy
3,963
+3
+0.1% +$484 0.1% 76
2025
Q1 		$554K Buy
3,960
+1
+0% +$163 0.07% 86
2024
Q4 		$660K Buy
3,959
+1
+0% +$178 0.09% 74
2024
Q3 		$674K Buy
3,958
+2
+0.1% +$290 0.09% 80
2024
Q2 		$559K Sell
3,956
-265
-6% -$32.9K 0.08% 85
2024
Q1 		$530K Sell
4,221
-269
-6% -$30.8K 0.08% 83
2023
Q4 		$473K Buy
4,490
+3
+0.1% +$327 0.08% 82
2023
Q3 		$475K Buy
4,487
+543
+14% +$62.9K 0.08% 77
2023
Q2 		$470K Sell
3,944
-67
-2% -$6.93K 0.08% 81
2023
Q1 		$373K Buy
4,011
+3
+0.1% +$263 0.08% 89
2022
Q4 		$328K Buy
4,008
+3
+0.1% +$228 0.07% 100
2022
Q3 		$245K Buy
4,005
+3
+0.1% +$220 0.05% 114
2022
Q2 		$280K Buy
4,002
+4
+0.1% +$293 0.05% 114
2022
Q1 		$331K Sell
3,998
-1,923
-32% -$156K 0.05% 112
2021
Q4 		$516K Buy
5,921
+3
+0.1% +$282 0.08% 93
2021
Q3 		$516K Buy
5,918
+27
+0.5% +$2.38K 0.08% 90
2021
Q2 		$459K Buy
5,891
+3
+0.1% +$235 0.08% 103
2021
Q1 		$413K Buy
5,888
+78
+1% +$5.05K 0.07% 105
2020
Q4 		$376K Sell
5,810
-84
-1% -$5K 0.07% 112
2020
Q3 		$352K Buy
5,894
+1,854
+46% +$105K 0.08% 105
2020
Q2 		$223K Sell
4,040
-968
-19% -$51.3K 0.05% 127
2020
Q1 		$242K Buy
5,008
+2
+0% +$103 0.07% 111
2019
Q4 		$265K Buy
5,006
+2
+0% +$110 0.06% 116
2019
Q3 		$275K Sell
5,004
-1,299
-21% -$71.8K 0.08% 106
2019
Q2 		$359K Sell
6,303
-174
-3% -$9.41K 0.1% 96
2019
Q1 		$348K Sell
6,477
-199
-3% -$10.1K 0.11% 98
2018
Q4 		$301K Buy
6,676
+2,477
+59% +$119K 0.1% 112
2018
Q3 		$217K Sell
4,199
-13,192
-76% -$641K 0.07% 135
2018
Q2 		$766K Sell
17,391
-1,270
-7% -$58.5K 0.27% 61
2018
Q1 		$854K Buy
18,661
+3,108
+20% +$155K 0.27% 58
2017
Q4 		$735K Buy
15,553
+6,344
+69% +$311K 0.24% 63
2017
Q3 		$445K Buy
9,209
+2,916
+46% +$145K 0.15% 88
2017
Q2 		$316K Buy
6,293
+1,451
+30% +$66.1K 0.12% 106
2017
Q1 		$216K Buy
4,842
+250
+5% +$10.4K 0.08% 131
2016
Q4 		$177K Buy
4,592
+901
+24% +$35.2K 0.07% 155
2016
Q3 		$145K Buy
3,691
+2
+0.1% +$81 0.06% 182
2016
Q2 		$151K Sell
3,689
-48
-1% -$1.92K 0.07% 172
2016
Q1 		$153K Buy
3,737
+50
+1% +$1.85K 0.08% 116
2015
Q4 		$135K Buy
3,687
+1
+0% +$38 0.08% 131
2015
Q3 		$133K Buy
3,686
+251
+7% +$9.65K 0.08% 122
2015
Q2 		$138K Buy
3,435
+901
+36% +$39.1K 0.09% 110
2015
Q1 		$109K Buy
2,534
+1
+0% +$43 0.07% 134
2014
Q4 		$114K Buy
2,533
+1
+0% +$41 0.08% 122
2014
Q3 		$97K Sell
2,532
-100
-4% -$4.05K 0.07% 137
2014
Q2 		$107K Buy
2,632
+1
+0% +$41 0.08% 127
2014
Q1 		$108K Buy
2,631
+1
+0% +$38 0.09% 122
2013
Q4 		$101K Sell
2,630
-2,077
-44% -$71.4K 0.08% 131
2013
Q3 		$156K Buy
+4,707
New +$153K 0.15% 96

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

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

Focused Wealth Management increased its Oracle (ORCL) stake by 1.9% in Q1 2026, buying an estimated $13K and bringing the position to 4,224 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #97.

Focused Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.17M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Focused Wealth Management held 4,224 shares of Oracle worth $621K as of Q1 2026.
  • Focused Wealth Management bought 80 Oracle shares in Q1 2026, an estimated $13K.
  • Oracle made up 0.06% of Focused Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Focused Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 51 quarters since.
  • Focused Wealth Management's Oracle position peaked at $1.17M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Focused Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.