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Gen-Wealth Partners’s Oracle ORCL Stock Holding History

Gen-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 		$404K Sell
2,747
-407
-13% -$66.2K 0.13% 152
2025
Q4 		$615K Sell
3,154
-1,504
-32% -$358K 0.2% 98
2025
Q3 		$1.31M Sell
4,658
-2,045
-31% -$521K 0.44% 52
2025
Q2 		$1.47M Buy
6,703
+174
+3% +$28.1K 0.57% 45
2025
Q1 		$913K Buy
6,529
+716
+12% +$117K 0.38% 67
2024
Q4 		$969K Buy
5,813
+813
+16% +$144K 0.42% 55
2024
Q3 		$873K Buy
5,000
+82
+2% +$11.9K 0.38% 57
2024
Q2 		$694K Buy
4,918
+434
+10% +$53.9K 0.34% 69
2024
Q1 		$563K Buy
+4,484
New +$513K 0.28% 83

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

Gen-Wealth Partners's ORCL Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Oracle (ORCL) stake by 13% in Q1 2026, selling an estimated $66.2K and leaving 2,747 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #152.

Gen-Wealth Partners first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Gen-Wealth Partners held 2,747 shares of Oracle worth $404K as of Q1 2026.
  • Gen-Wealth Partners sold 407 Oracle shares in Q1 2026, an estimated $66.2K.
  • Oracle made up 0.13% of Gen-Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • Gen-Wealth Partners first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Oracle position peaked at $1.47M in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.