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MorganRosel Wealth Management’s Oracle ORCL Stock Holding History

MorganRosel 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 		$427K Hold
2,900
– – 0.17% 80
2025
Q4 		$565K Hold
2,900
– – 0.14% 85
2025
Q3 		$816K Hold
2,900
– – 0.21% 72
2025
Q2 		$634K Hold
2,900
– – 0.17% 81
2025
Q1 		$405K Hold
2,900
– – 0.12% 88
2024
Q4 		$483K Buy
+2,900
New +$515K 0.16% 83

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

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

MorganRosel Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 2,900 shares worth $427K. The position accounts for 0.17% of the portfolio, ranked #80.

MorganRosel Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $816K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • MorganRosel Wealth Management held 2,900 shares of Oracle worth $427K as of Q1 2026.
  • MorganRosel Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.17% of MorganRosel Wealth Management's portfolio in Q1 2026, its #80 holding.
  • MorganRosel Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • MorganRosel Wealth Management's Oracle position peaked at $816K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.