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Founders Grove Wealth Partners’s Oracle ORCL Stock Holding History

Founders Grove 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 		$241K Sell
1,639
-328
-17% -$53.3K 0.05% 144
2025
Q4 		$383K Buy
1,967
+47
+2% +$11.2K 0.09% 113
2025
Q3 		$540K Buy
1,920
+124
+7% +$31.6K 0.13% 97
2025
Q2 		$393K Buy
1,796
+97
+6% +$15.7K 0.1% 102
2025
Q1 		$238K Sell
1,699
-72
-4% -$11.7K 0.07% 108
2024
Q4 		$295K Buy
+1,771
New +$315K 0.09% 101

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

Founders Grove Wealth Partners's ORCL Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $53.3K and leaving 1,639 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #144.

Founders Grove Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $540K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Founders Grove Wealth Partners held 1,639 shares of Oracle worth $241K as of Q1 2026.
  • Founders Grove Wealth Partners sold 328 Oracle shares in Q1 2026, an estimated $53.3K.
  • Oracle made up 0.05% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #144 holding.
  • Founders Grove Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Founders Grove Wealth Partners's Oracle position peaked at $540K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.