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
2024 Q1	–	Sell	-7,400	Closed	-$411	–	712
2023 Q4	$411	Buy	+7,400	New	+$808K	﹤0.01%	925
2022 Q3	–	Sell	-10,000	Closed	-$3K	–	1024
2022 Q2	$3K	Buy	+10,000	New	+$732K	﹤0.01%	700
2018 Q1	–	Sell	-10,000	Closed	-$3K	–	733
2017 Q4	$3K	Buy	+10,000	New	+$491K	﹤0.01%	591

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 3,472 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.
3,472 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.