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Outlook Wealth Advisors’s Oracle ORCL Stock Holding History

Outlook Wealth Advisors’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 		$832K Buy
5,655
+4,577
+425% +$744K 0.2% 106
2025
Q4 		$210K Buy
1,078
+173
+19% +$41.2K 0.05% 292
2025
Q3 		$255K Buy
+905
New +$230K 0.06% 266

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

Outlook Wealth Advisors's ORCL Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Oracle (ORCL) stake by 425% in Q1 2026, buying an estimated $744K and bringing the position to 5,655 shares worth $832K. The position accounts for 0.2% of the portfolio, ranked #106.

Outlook Wealth Advisors first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Outlook Wealth Advisors held 5,655 shares of Oracle worth $832K as of Q1 2026.
  • Outlook Wealth Advisors bought 4,577 Oracle shares in Q1 2026, an estimated $744K.
  • Oracle made up 0.2% of Outlook Wealth Advisors's portfolio in Q1 2026, its #106 holding.
  • Outlook Wealth Advisors first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.