MWM
ORCL icon

Modern Wealth Management’s Oracle ORCL Stock Holding History

Modern 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 		$3.92M Buy
27,011
+3,865
+17% +$628K 0.07% 226
2025
Q4 		$4.51M Buy
23,146
+495
+2% +$118K 0.08% 200
2025
Q3 		$6.37M Buy
22,651
+392
+2% +$99.8K 0.13% 164
2025
Q2 		$4.87M Sell
22,259
-352
-2% -$56.8K 0.12% 169
2025
Q1 		$3.16M Buy
22,611
+8,142
+56% +$1.33M 0.1% 169
2024
Q4 		$2.41M Buy
14,469
+8,987
+164% +$1.6M 0.09% 166
2024
Q3 		$934K Buy
5,482
+699
+15% +$101K 0.06% 169
2024
Q2 		$675K Buy
4,783
+174
+4% +$21.6K 0.05% 175
2024
Q1 		$579K Buy
4,609
+831
+22% +$95.1K 0.05% 159
2023
Q4 		$398K Buy
+3,778
New +$412K 0.05% 111

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

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

Modern Wealth Management increased its Oracle (ORCL) stake by 17% in Q1 2026, buying an estimated $628K and bringing the position to 27,011 shares worth $3.92M. The position accounts for 0.07% of the portfolio, ranked #226.

Modern Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.37M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Modern Wealth Management held 27,011 shares of Oracle worth $3.92M as of Q1 2026.
  • Modern Wealth Management bought 3,865 Oracle shares in Q1 2026, an estimated $628K.
  • Oracle made up 0.07% of Modern Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Modern Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Modern Wealth Management's Oracle position peaked at $6.37M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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