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IMG Wealth Management’s Oracle ORCL Stock Holding History

IMG 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 		$214K Sell
1,455
-1,076
-43% -$175K 0.14% 95
2025
Q4 		$493K Buy
2,531
+932
+58% +$222K 0.31% 46
2025
Q3 		$450K Hold
1,599
– – 0.3% 41
2025
Q2 		$350K Buy
1,599
+680
+74% +$110K 0.27% 47
2025
Q1 		$128K Buy
919
+25
+3% +$4.07K 0.12% 93
2024
Q4 		$149K Buy
+894
New +$159K 0.14% 82

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

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

IMG Wealth Management reduced its Oracle (ORCL) stake by 43% in Q1 2026, selling an estimated $175K and leaving 1,455 shares worth $214K. The position accounts for 0.14% of the portfolio, ranked #95.

IMG Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $493K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • IMG Wealth Management held 1,455 shares of Oracle worth $214K as of Q1 2026.
  • IMG Wealth Management sold 1,076 Oracle shares in Q1 2026, an estimated $175K.
  • Oracle made up 0.14% of IMG Wealth Management's portfolio in Q1 2026, its #95 holding.
  • IMG Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's Oracle position peaked at $493K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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