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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
2018
Q4 		– Sell
-10,000
Closed -$1K – 742
2018
Q3 		$1K Buy
+10,000
New +$486K ﹤0.01% 624
2016
Q2 		– Sell
-10,300
Closed -$3K – 708
2016
Q1 		$3K Buy
+10,300
New +$381K ﹤0.01% 533

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. 3,471 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.
  • 3,471 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.