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Opes Wealth Management’s Oracle ORCL Stock Holding History

Opes 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 		– Sell
-1,594
Closed -$311K – 150
2025
Q4 		$311K Sell
1,594
-267
-14% -$63.6K 0.05% 121
2025
Q3 		$523K Sell
1,861
-150
-7% -$38.2K 0.09% 88
2025
Q2 		$440K Sell
2,011
-275
-12% -$44.4K 0.08% 100
2025
Q1 		$320K Sell
2,286
-111
-5% -$18.1K 0.06% 111
2024
Q4 		$399K Buy
2,397
+434
+22% +$77.1K 0.08% 98
2024
Q3 		$334K Sell
1,963
-71
-3% -$10.3K 0.06% 106
2024
Q2 		$287K Buy
2,034
+168
+9% +$20.9K 0.06% 112
2024
Q1 		$234K Sell
1,866
-42
-2% -$4.81K 0.05% 120
2023
Q4 		$201K Sell
1,908
-77
-4% -$8.4K 0.05% 125
2023
Q3 		$210K Buy
1,985
+59
+3% +$6.83K 0.06% 117
2023
Q2 		$229K Sell
1,926
-413
-18% -$42.7K 0.07% 113
2023
Q1 		$217K Sell
2,339
-918
-28% -$80.5K 0.07% 104
2022
Q4 		$266K Sell
3,257
-23
-0.7% -$1.75K 0.1% 88
2022
Q3 		$200K Sell
3,280
-346
-10% -$25.3K 0.08% 92
2022
Q2 		$253K Hold
3,626
– – 0.1% 83
2022
Q1 		$300K Buy
3,626
+808
+29% +$65.4K 0.1% 87
2021
Q4 		$246K Hold
2,818
– – 0.08% 95
2021
Q3 		$246K Hold
2,818
– – 0.09% 89
2021
Q2 		$219K Sell
2,818
-249
-8% -$19.5K 0.08% 81
2021
Q1 		$215K Buy
+3,067
New +$199K 0.08% 81
2020
Q4 		– Sell
-3,598
Closed -$215K – 79
2020
Q3 		$215K Buy
+3,598
New +$204K 0.1% 74

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

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

Opes Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,594 shares — an estimated $311K sold.

Opes Wealth Management first reported a position in ORCL in Q3 2020 and held it in 21 quarters. The position peaked at $523K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Opes Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Opes Wealth Management sold 1,594 Oracle shares in Q1 2026, an estimated $311K.
  • Opes Wealth Management first reported a position in Oracle in Q3 2020 and held it in 21 quarters.
  • Opes Wealth Management's Oracle position peaked at $523K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.