IWM
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IHT Wealth Management’s Oracle ORCL Stock Holding History

IHT 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 		$5.91M Buy
40,141
+13,125
+49% +$2.13M 0.14% 155
2025
Q4 		$5.25M Buy
27,016
+4,500
+20% +$1.07M 0.13% 165
2025
Q3 		$6.31M Sell
22,516
-1,076
-5% -$274K 0.16% 126
2025
Q2 		$5.16M Buy
23,592
+3,873
+20% +$625K 0.14% 144
2025
Q1 		$2.76M Buy
19,719
+740
+4% +$120K 0.09% 220
2024
Q4 		$3.16M Sell
18,979
-2,631
-12% -$467K 0.1% 198
2024
Q3 		$3.67M Buy
21,610
+5,663
+36% +$820K 0.1% 200
2024
Q2 		$2.24M Buy
15,947
+3,267
+26% +$406K 0.08% 238
2024
Q1 		$1.59M Buy
12,680
+1,118
+10% +$128K 0.06% 311
2023
Q4 		$1.22M Sell
11,562
-801
-6% -$87.4K 0.05% 334
2023
Q3 		$1.31M Buy
12,363
+2,155
+21% +$249K 0.07% 285
2023
Q2 		$1.22M Sell
10,208
-2,904
-22% -$300K 0.06% 291
2023
Q1 		$1.22M Sell
13,112
-9,583
-42% -$840K 0.07% 267
2022
Q4 		$1.86M Sell
22,695
-1,497
-6% -$114K 0.12% 183
2022
Q3 		$1.48M Buy
24,192
+4,001
+20% +$293K 0.11% 204
2022
Q2 		$1.41M Sell
20,191
-328
-2% -$24K 0.12% 176
2022
Q1 		$1.7M Buy
20,519
+13,320
+185% +$1.08M 0.13% 171
2021
Q4 		$628K Buy
7,199
+7
+0.1% +$657 0.05% 372
2021
Q3 		$627K Sell
7,192
-6,163
-46% -$544K 0.05% 356
2021
Q2 		$1.04M Sell
13,355
-1,082
-7% -$84.7K 0.07% 311
2021
Q1 		$1.01M Buy
14,437
+2,116
+17% +$137K 0.07% 265
2020
Q4 		$797K Buy
12,321
+3,128
+34% +$186K 0.07% 284
2020
Q3 		$549K Buy
9,193
+2,962
+48% +$168K 0.06% 326
2020
Q2 		$344K Sell
6,231
-2,763
-31% -$146K 0.05% 370
2020
Q1 		$435K Buy
8,994
+519
+6% +$26.8K 0.06% 311
2019
Q4 		$449K Buy
8,475
+382
+5% +$21K 0.05% 350
2019
Q3 		$445K Buy
8,093
+639
+9% +$35.3K 0.06% 337
2019
Q2 		$425K Buy
7,454
+49
+0.7% +$2.65K 0.06% 320
2019
Q1 		$398K Buy
7,405
+429
+6% +$21.9K 0.07% 306
2018
Q4 		$315K Buy
6,976
+1,854
+36% +$88.8K 0.06% 321
2018
Q3 		$264K Sell
5,122
-848
-14% -$41.2K 0.06% 349
2018
Q2 		$263K Buy
5,970
+582
+11% +$26.8K 0.07% 331
2018
Q1 		$242K Buy
5,388
+28
+0.5% +$1.39K 0.07% 317
2017
Q4 		$263K Buy
5,360
+3,164
+144% +$155K 0.07% 308
2017
Q3 		$106K Sell
2,196
-187
-8% -$9.3K 0.05% 345
2017
Q2 		$154 Buy
2,383
+947
+66% +$43.2K 0.07% 279
2017
Q1 		$64K Sell
1,436
-424
-23% -$17.7K 0.04% 372
2016
Q4 		$72K Buy
+1,860
New +$72.8K 0.05% 323

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

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

IHT Wealth Management increased its Oracle (ORCL) stake by 49% in Q1 2026, buying an estimated $2.13M and bringing the position to 40,141 shares worth $5.91M. The position accounts for 0.14% of the portfolio, ranked #155.

IHT Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.31M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IHT Wealth Management held 40,141 shares of Oracle worth $5.91M as of Q1 2026.
  • IHT Wealth Management bought 13,125 Oracle shares in Q1 2026, an estimated $2.13M.
  • Oracle made up 0.14% of IHT Wealth Management's portfolio in Q1 2026, its #155 holding.
  • IHT Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Oracle position peaked at $6.31M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.