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FSB Premier Wealth Management’s Oracle ORCL Stock Holding History

FSB Premier 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 		$2.31M Buy
15,687
+2,498
+19% +$406K 0.72% 41
2025
Q4 		$2.57M Sell
13,189
-6,958
-35% -$1.66M 0.82% 33
2025
Q3 		$5.67M Sell
20,147
-1,529
-7% -$389K 1.86% 6
2025
Q2 		$4.74M Buy
21,676
+1,907
+10% +$308K 1.69% 12
2025
Q1 		$2.76M Sell
19,769
-234
-1% -$38.1K 1.08% 24
2024
Q4 		$3.33M Buy
20,003
+2,118
+12% +$376K 1.34% 15
2024
Q3 		$3.05M Buy
17,885
+3,337
+23% +$483K 1.25% 15
2024
Q2 		$2.05M Buy
14,548
+4,297
+42% +$534K 0.93% 31
2024
Q1 		$1.29M Buy
10,251
+875
+9% +$100K 0.6% 37
2023
Q4 		$988K Buy
9,376
+1,539
+20% +$168K 0.5% 48
2023
Q3 		$830K Buy
7,837
+624
+9% +$72.2K 0.46% 48
2023
Q2 		$859K Buy
7,213
+567
+9% +$58.6K 0.47% 47
2023
Q1 		$618K Buy
6,646
+374
+6% +$32.8K 0.34% 64
2022
Q4 		$513K Buy
6,272
+610
+11% +$46.4K 0.28% 72
2022
Q3 		$345K Buy
5,662
+1,166
+26% +$85.4K 0.2% 97
2022
Q2 		$314K Buy
4,496
+62
+1% +$4.54K 0.17% 105
2022
Q1 		$337K Buy
4,434
+454
+11% +$36.8K 0.17% 105
2021
Q4 		$347K Buy
3,980
+687
+21% +$64.5K 0.14% 104
2021
Q3 		$286K Buy
+3,293
New +$291K 0.14% 94

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

FSB Premier Wealth Management's ORCL Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Oracle (ORCL) stake by 19% in Q1 2026, buying an estimated $406K and bringing the position to 15,687 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #41.

FSB Premier Wealth Management first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.67M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • FSB Premier Wealth Management held 15,687 shares of Oracle worth $2.31M as of Q1 2026.
  • FSB Premier Wealth Management bought 2,498 Oracle shares in Q1 2026, an estimated $406K.
  • Oracle made up 0.72% of FSB Premier Wealth Management's portfolio in Q1 2026, its #41 holding.
  • FSB Premier Wealth Management first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • FSB Premier Wealth Management's Oracle position peaked at $5.67M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.