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Oakwell Private Wealth Management’s Oracle ORCL Stock Holding History

Oakwell Private 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 		$1.18M Buy
8,041
+824
+11% +$134K 0.21% 40
2025
Q4 		$1.41M Buy
7,217
+998
+16% +$238K 0.26% 39
2025
Q3 		$1.75M Buy
6,219
+87
+1% +$22.2K 0.35% 29
2025
Q2 		$1.34M Buy
6,132
+1,161
+23% +$187K 0.31% 33
2025
Q1 		$695K Buy
+4,971
New +$809K 0.19% 41

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

Oakwell Private Wealth Management's ORCL Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Oracle (ORCL) stake by 11% in Q1 2026, buying an estimated $134K and bringing the position to 8,041 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #40.

Oakwell Private Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Oakwell Private Wealth Management held 8,041 shares of Oracle worth $1.18M as of Q1 2026.
  • Oakwell Private Wealth Management bought 824 Oracle shares in Q1 2026, an estimated $134K.
  • Oracle made up 0.21% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Oakwell Private Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Oakwell Private Wealth Management's Oracle position peaked at $1.75M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.