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Madison Wealth Partners’s Oracle ORCL Stock Holding History

Madison 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 		$525K Buy
3,569
+192
+6% +$31.2K 0.08% 109
2025
Q4 		$658K Sell
3,377
-326
-9% -$77.6K 0.12% 83
2025
Q3 		$1.04M Buy
3,703
+1
+0% +$255 0.21% 55
2025
Q2 		$809K Buy
3,702
+52
+1% +$8.4K 0.18% 61
2025
Q1 		$510K Buy
3,650
+522
+17% +$85K 0.13% 77
2024
Q4 		$521K Buy
3,128
+17
+0.5% +$3.02K 0.15% 76
2024
Q3 		$530K Hold
3,111
– – 0.16% 74
2024
Q2 		$439K Buy
3,111
+23
+0.7% +$2.86K 0.15% 70
2024
Q1 		$388K Hold
3,088
– – 0.14% 75
2023
Q4 		$326K Sell
3,088
-175
-5% -$19.1K 0.13% 85
2023
Q3 		$346K Buy
3,263
+97
+3% +$11.2K 0.17% 59
2023
Q2 		$377K Buy
3,166
+20
+0.6% +$2.07K 0.18% 56
2023
Q1 		$292K Sell
3,146
-154
-5% -$13.5K 0.15% 65
2022
Q4 		$270K Buy
+3,300
New +$251K 0.16% 65
2022
Q3 		– Sell
-3,173
Closed -$222K – 75
2022
Q2 		$222K Hold
3,173
– – 0.14% 70
2022
Q1 		$263K Buy
3,173
+123
+4% +$9.96K 0.15% 59
2021
Q4 		$266K Buy
3,050
+142
+5% +$13.3K 0.13% 58
2021
Q3 		$253K Hold
2,908
– – 0.14% 57
2021
Q2 		$226K Buy
+2,908
New +$228K 0.13% 63

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

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

Madison Wealth Partners increased its Oracle (ORCL) stake by 5.7% in Q1 2026, buying an estimated $31.2K and bringing the position to 3,569 shares worth $525K. The position accounts for 0.08% of the portfolio, ranked #109.

Madison Wealth Partners first reported a position in ORCL in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Madison Wealth Partners held 3,569 shares of Oracle worth $525K as of Q1 2026.
  • Madison Wealth Partners bought 192 Oracle shares in Q1 2026, an estimated $31.2K.
  • Oracle made up 0.08% of Madison Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Madison Wealth Partners first reported a position in Oracle in Q2 2021 and has held it in 19 quarters since.
  • Madison Wealth Partners's Oracle position peaked at $1.04M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.