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Naviter Wealth’s Oracle ORCL Stock Holding History

Naviter Wealth’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 		$1.89M Buy
12,831
+3,293
+35% +$535K 0.24% 100
2025
Q4 		$1.86M Sell
9,538
-2,236
-19% -$532K 0.24% 101
2025
Q3 		$3.31M Buy
11,774
+1,069
+10% +$272K 0.39% 64
2025
Q2 		$2.34M Sell
10,705
-381
-3% -$61.5K 0.29% 92
2025
Q1 		$1.56M Buy
11,086
+323
+3% +$52.6K 0.19% 140
2024
Q4 		$1.79M Buy
10,763
+3,562
+49% +$633K 0.22% 127
2024
Q3 		$1.23M Sell
7,201
-116
-2% -$16.8K 0.17% 146
2024
Q2 		$1.03M Buy
7,317
+1,240
+20% +$154K 0.15% 156
2024
Q1 		$763K Buy
+6,077
New +$696K 0.12% 174

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

Naviter Wealth's ORCL Position: Q1 2026 in Review

Naviter Wealth increased its Oracle (ORCL) stake by 35% in Q1 2026, buying an estimated $535K and bringing the position to 12,831 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #100.

Naviter Wealth first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.31M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Naviter Wealth held 12,831 shares of Oracle worth $1.89M as of Q1 2026.
  • Naviter Wealth bought 3,293 Oracle shares in Q1 2026, an estimated $535K.
  • Oracle made up 0.24% of Naviter Wealth's portfolio in Q1 2026, its #100 holding.
  • Naviter Wealth first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Naviter Wealth's Oracle position peaked at $3.31M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.