Measured Wealth Private Client Group’s Oracle ORCL Stock Holding History

Measured Wealth Private Client Group’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	$98.4K	Buy	669 +241	+56%	+$39.2K	0.03%	235
2025 Q4	$83.4K	Sell	428 -13	-3%	-$3.1K	0.02%	257
2025 Q3	$124K	Buy	+441	New	+$112K	0.03%	222
2022 Q1	–	Sell	-3,644	Closed	-$318K	–	190
2021 Q4	$318K	Buy	3,644 +34	+0.9%	+$3.19K	0.11%	111
2021 Q3	$315K	Sell	3,610 -985	-21%	-$87K	0.12%	116
2021 Q2	$358K	Buy	4,595 +1,176	+34%	+$92.1K	0.11%	117
2021 Q1	$240K	Buy	+3,419	New	+$221K	0.09%	135
2019 Q3	–	Sell	-5,900	Closed	-$336K	–	185
2019 Q2	$336K	Sell	5,900 -221	-4%	-$12K	0.19%	115
2019 Q1	$329K	Buy	+6,121	New	+$312K	0.2%	113
2018 Q4	–	Sell	-4,340	Closed	-$224K	–	504
2018 Q3	$224K	Sell	4,340 -779	-15%	-$37.8K	0.13%	135
2018 Q2	$225K	Buy	+5,119	New	+$236K	0.18%	127

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Measured Wealth Private Client Group's ORCL Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Oracle (ORCL) stake by 56% in Q1 2026, buying an estimated $39.2K and bringing the position to 669 shares worth $98.4K. The position accounts for 0.03% of the portfolio, ranked #235.

Measured Wealth Private Client Group first reported a position in ORCL in Q2 2018 and has held it in 11 quarters since. The position peaked at $358K in Q2 2021. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Measured Wealth Private Client Group held 669 shares of Oracle worth $98.4K as of Q1 2026.
Measured Wealth Private Client Group bought 241 Oracle shares in Q1 2026, an estimated $39.2K.
Oracle made up 0.03% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #235 holding.
Measured Wealth Private Client Group first reported a position in Oracle in Q2 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's Oracle position peaked at $358K in Q2 2021.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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