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Institute for Wealth Management’s Oracle ORCL Stock Holding History

Institute for 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 		– Sell
-200
Closed -$39K – 571
2025
Q4 		$39K Buy
+200
New +$47.6K ﹤0.01% 541

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

Institute for Wealth Management's ORCL Position: Q1 2026 in Review

Institute for Wealth Management increased its Oracle (ORCL) stake by 1.6% in Q1 2026, buying an estimated $44.4K and bringing the position to 16,845 shares worth $2.48M. The position accounts for 0.26% of the portfolio, ranked #86.

Institute for Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 38 quarters since. The position peaked at $5.28M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Institute for Wealth Management held 16,845 shares of Oracle worth $2.48M as of Q1 2026.
  • Institute for Wealth Management bought 273 Oracle shares in Q1 2026, an estimated $44.4K.
  • Oracle made up 0.26% of Institute for Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Institute for Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 38 quarters since.
  • Institute for Wealth Management's Oracle position peaked at $5.28M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.