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Oxford Wealth Group’s Oracle ORCL Stock Holding History

Oxford Wealth 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 		$659K Sell
4,477
-577
-11% -$93.8K 0.36% 48
2025
Q4 		$985K Buy
+5,054
New +$1.2M 0.48% 40
2024
Q4 		$1.75M Sell
10,492
-536
-5% -$95.2K 1.13% 17
2024
Q3 		$1.88M Sell
11,028
-5,939
-35% -$860K 1.53% 17
2024
Q2 		$2.4M Buy
16,967
+5,038
+42% +$626K 1.65% 16
2024
Q1 		$1.5M Buy
+11,929
New +$1.37M 1.36% 20

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

Oxford Wealth Group's ORCL Position: Q1 2026 in Review

Oxford Wealth Group reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $93.8K and leaving 4,477 shares worth $659K. The position accounts for 0.36% of the portfolio, ranked #48.

Oxford Wealth Group first reported a position in ORCL in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.4M in Q2 2024. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Oxford Wealth Group held 4,477 shares of Oracle worth $659K as of Q1 2026.
  • Oxford Wealth Group sold 577 Oracle shares in Q1 2026, an estimated $93.8K.
  • Oracle made up 0.36% of Oxford Wealth Group's portfolio in Q1 2026, its #48 holding.
  • Oxford Wealth Group first reported a position in Oracle in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's Oracle position peaked at $2.4M in Q2 2024.
  • 3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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