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National Wealth Management Group’s Oracle ORCL Stock Holding History

National Wealth Management 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 		– Sell
-5,097
Closed -$993K – 246
2025
Q4 		$993K Buy
5,097
+117
+2% +$27.9K 0.34% 65
2025
Q3 		$1.4M Buy
4,980
+3,471
+230% +$884K 0.53% 37
2025
Q2 		$330K Buy
+1,509
New +$244K 0.18% 121
2024
Q2 		– Sell
-4,652
Closed -$584K – 147
2024
Q1 		$584K Buy
+4,652
New +$532K 0.45% 54
2023
Q2 		– Sell
-5,061
Closed -$495K – 164
2023
Q1 		$495K Buy
+5,061
New +$444K 0.57% 46

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

National Wealth Management Group's ORCL Position: Q1 2026 in Review

National Wealth Management Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 5,097 shares — an estimated $993K sold.

National Wealth Management Group first reported a position in ORCL in Q1 2023 and held it in 5 quarters. The position peaked at $1.4M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • National Wealth Management Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 5,097 Oracle shares in Q1 2026, an estimated $993K.
  • National Wealth Management Group first reported a position in Oracle in Q1 2023 and held it in 5 quarters.
  • National Wealth Management Group's Oracle position peaked at $1.4M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.