Greenhouse Wealth Management’s Oracle ORCL Stock Holding History

Greenhouse 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	$343K	Hold	2,329	–	–	0.21%	41
2025 Q4	$454K	Hold	2,329	–	–	0.27%	39
2025 Q3	$655K	Hold	2,329	–	–	0.39%	32
2025 Q2	$509K	Hold	2,329	–	–	0.33%	33
2025 Q1	$326K	Hold	2,329	–	–	0.24%	38
2024 Q4	$388K	Hold	2,329	–	–	0.26%	41
2024 Q3	$397K	Hold	2,329	–	–	0.27%	39
2024 Q2	$329K	Hold	2,329	–	–	0.24%	40
2024 Q1	$292K	Hold	2,329	–	–	0.22%	47
2023 Q4	$246K	Hold	2,329	–	–	0.2%	47
2023 Q3	$247K	Hold	2,329	–	–	0.22%	45
2023 Q2	$277K	Hold	2,329	–	–	0.24%	41
2023 Q1	$216K	Buy	+2,329	New	+$204K	0.2%	50
2022 Q1	–	Sell	-2,291	Closed	-$200K	–	53
2021 Q4	$200K	Buy	+2,291	New	+$215K	0.18%	51
2021 Q1	–	Sell	-2,256	Closed	-$146K	–	100
2020 Q4	$146K	Buy	+2,256	New	+$134K	0.14%	61

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

Greenhouse Wealth Management's ORCL Position: Q1 2026 in Review

Greenhouse Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 2,329 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #41.

Greenhouse Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 15 quarters since. The position peaked at $655K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Greenhouse Wealth Management held 2,329 shares of Oracle worth $343K as of Q1 2026.
Greenhouse Wealth Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.21% of Greenhouse Wealth Management's portfolio in Q1 2026, its #41 holding.
Greenhouse Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 15 quarters since.
Greenhouse Wealth Management's Oracle position peaked at $655K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.