Forefront Wealth Partners’s Oracle ORCL Stock Holding History

Forefront Wealth Partners’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	$870K	Buy	5,912 +922	+18%	+$150K	0.36%	64
2025 Q4	$973K	Buy	4,990 +2,872	+136%	+$684K	0.46%	52
2025 Q3	$596K	Buy	2,118 +559	+36%	+$142K	0.15%	118
2025 Q2	$260K	Sell	1,559 -93	-6%	-$15K	0.18%	83
2025 Q1	$231K	Buy	1,652 +105	+7%	+$17.1K	0.16%	114
2024 Q4	$258K	Buy	+1,547	New	+$275K	0.19%	80

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

Forefront Wealth Partners's ORCL Position: Q1 2026 in Review

Forefront Wealth Partners increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $150K and bringing the position to 5,912 shares worth $870K. The position accounts for 0.36% of the portfolio, ranked #64.

Forefront Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $973K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Forefront Wealth Partners held 5,912 shares of Oracle worth $870K as of Q1 2026.
Forefront Wealth Partners bought 922 Oracle shares in Q1 2026, an estimated $150K.
Oracle made up 0.36% of Forefront Wealth Partners's portfolio in Q1 2026, its #64 holding.
Forefront Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's Oracle position peaked at $973K in Q4 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.