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IAG Wealth Partners’s Oracle ORCL Stock Holding History

IAG 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 		$237K Hold
1,611
– – 0.03% 116
2025
Q4 		$314K Sell
1,611
-233
-13% -$55.5K 0.04% 101
2025
Q3 		$519K Buy
1,844
+143
+8% +$36.4K 0.06% 82
2025
Q2 		$372K Sell
1,701
-1,377
-45% -$222K 0.05% 88
2025
Q1 		$430K Buy
3,078
+57
+2% +$9.28K 0.07% 78
2024
Q4 		$503K Buy
3,021
+267
+10% +$47.4K 0.09% 69
2024
Q3 		$469K Sell
2,754
-42
-2% -$6.08K 0.09% 71
2024
Q2 		$395K Buy
2,796
+42
+2% +$5.22K 0.08% 72
2024
Q1 		$346K Hold
2,754
– – 0.07% 70
2023
Q4 		$290K Hold
2,754
– – 0.07% 72
2023
Q3 		$292K Hold
2,754
– – 0.08% 68
2023
Q2 		$328K Hold
2,754
– – 0.09% 66
2023
Q1 		$256K Hold
2,754
– – 0.07% 64
2022
Q4 		$225K Hold
2,754
– – 0.07% 64
2022
Q3 		$168K Hold
2,754
– – 0.06% 67
2022
Q2 		$192K Hold
2,754
– – 0.06% 68
2022
Q1 		$228K Buy
+2,754
New +$223K 0.07% 62
2021
Q4 		– Sell
-2,754
Closed -$240K – 418
2021
Q3 		$240K Hold
2,754
– – 0.09% 48
2021
Q2 		$215K Hold
2,754
– – 0.08% 49
2021
Q1 		$194K Hold
2,754
– – 0.07% 52
2020
Q4 		$179K Hold
2,754
– – 0.07% 57
2020
Q3 		$165K Hold
2,754
– – 0.08% 59
2020
Q2 		$153K Sell
2,754
-146
-5% -$7.73K 0.07% 57
2020
Q1 		$141K Buy
2,900
+146
+5% +$7.54K 0.09% 55
2019
Q4 		$146K Buy
+2,754
New +$152K 0.1% 55

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

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

IAG Wealth Partners held its Oracle (ORCL) position steady in Q1 2026 at 1,611 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #116.

IAG Wealth Partners first reported a position in ORCL in Q4 2019 and has held it in 25 quarters since. The position peaked at $519K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IAG Wealth Partners held 1,611 shares of Oracle worth $237K as of Q1 2026.
  • IAG Wealth Partners left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.03% of IAG Wealth Partners's portfolio in Q1 2026, its #116 holding.
  • IAG Wealth Partners first reported a position in Oracle in Q4 2019 and has held it in 25 quarters since.
  • IAG Wealth Partners's Oracle position peaked at $519K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.