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Inlet Private Wealth’s Oracle ORCL Stock Holding History

Inlet Private Wealth’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 		$2.92M Sell
19,846
-3,453
-15% -$561K 0.75% 48
2025
Q4 		$4.54M Sell
23,299
-2,090
-8% -$498K 1.05% 31
2025
Q3 		$7.14M Sell
25,389
-182
-0.7% -$46.3K 1.61% 19
2025
Q2 		$5.59M Sell
25,571
-500
-2% -$80.7K 1.37% 25
2025
Q1 		$3.64M Sell
26,071
-100
-0.4% -$16.3K 0.95% 38
2024
Q4 		$4.36M Hold
26,171
– – 1.15% 32
2024
Q3 		$4.46M Sell
26,171
-100
-0.4% -$14.5K 1.13% 32
2024
Q2 		$3.71M Buy
26,271
+316
+1% +$39.2K 1.02% 36
2024
Q1 		$3.26M Hold
25,955
– – 0.91% 37
2023
Q4 		$2.74M Hold
25,955
– – 0.84% 40
2023
Q3 		$2.75M Sell
25,955
-1,160
-4% -$134K 0.9% 38
2023
Q2 		$3.23M Hold
27,115
– – 0.81% 38
2023
Q1 		$2.52M Hold
27,115
– – 0.66% 53
2022
Q4 		$2.22M Sell
27,115
-750
-3% -$57K 0.57% 57
2022
Q3 		$1.7M Sell
27,865
-93
-0.3% -$6.81K 0.51% 59
2022
Q2 		$1.95M Sell
27,958
-294
-1% -$21.5K 0.56% 56
2022
Q1 		$2.34M Buy
28,252
+500
+2% +$40.5K 0.58% 55
2021
Q4 		$2.42M Hold
27,752
– – 0.59% 56
2021
Q3 		$2.42M Hold
27,752
– – 0.65% 54
2021
Q2 		$2.16M Hold
27,752
– – 0.57% 59
2021
Q1 		$1.95M Sell
27,752
-100
-0.4% -$6.47K 0.56% 60
2020
Q4 		$1.8M Hold
27,852
– – 0.59% 60
2020
Q3 		$1.66M Hold
27,852
– – 0.65% 55
2020
Q2 		$1.54M Buy
27,852
+200
+0.7% +$10.6K 0.61% 53
2020
Q1 		$1.34M Buy
27,652
+100
+0.4% +$5.16K 0.62% 54
2019
Q4 		$1.46M Hold
27,552
– – 0.48% 62
2019
Q3 		$1.52M Sell
27,552
-3,200
-10% -$177K 0.56% 58
2019
Q2 		$1.84M Buy
30,752
+3,504
+13% +$190K 0.66% 49
2019
Q1 		$1.46M Buy
27,248
+17,232
+172% +$878K 0.59% 55
2018
Q4 		$452K Buy
+10,016
New +$480K 0.24% 81

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

Inlet Private Wealth's ORCL Position: Q1 2026 in Review

Inlet Private Wealth reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $561K and leaving 19,846 shares worth $2.92M. The position accounts for 0.75% of the portfolio, ranked #48.

Inlet Private Wealth first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.14M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Inlet Private Wealth held 19,846 shares of Oracle worth $2.92M as of Q1 2026.
  • Inlet Private Wealth sold 3,453 Oracle shares in Q1 2026, an estimated $561K.
  • Oracle made up 0.75% of Inlet Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Inlet Private Wealth first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Inlet Private Wealth's Oracle position peaked at $7.14M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.