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Paulson Wealth Management’s Oracle ORCL Stock Holding History

Paulson 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 		$217K Sell
1,477
-100
-6% -$16.3K 0.05% 132
2025
Q4 		$307K Sell
1,577
-677
-30% -$161K 0.07% 107
2025
Q3 		$634K Sell
2,254
-593
-21% -$151K 0.15% 69
2025
Q2 		$622K Hold
2,847
– – 0.16% 68
2025
Q1 		$398K Sell
2,847
-48
-2% -$7.82K 0.11% 87
2024
Q4 		$482K Sell
2,895
-69
-2% -$12.3K 0.13% 79
2024
Q3 		$505K Hold
2,964
– – 0.14% 80
2024
Q2 		$419K Buy
2,964
+100
+3% +$12.4K 0.12% 87
2024
Q1 		$360K Hold
2,864
– – 0.11% 103
2023
Q4 		$302K Sell
2,864
-300
-9% -$32.7K 0.1% 104
2023
Q3 		$335K Hold
3,164
– – 0.12% 93
2023
Q2 		$377K Buy
3,164
+752
+31% +$77.8K 0.13% 84
2023
Q1 		$224K Buy
+2,412
New +$212K 0.1% 88
2022
Q3 		– Sell
-4,682
Closed -$327K – 83
2022
Q2 		$327K Hold
4,682
– – 0.17% 55
2022
Q1 		$387K Sell
4,682
-219
-4% -$17.7K 0.18% 53
2021
Q4 		$427K Buy
4,901
+1,375
+39% +$129K 0.19% 50
2021
Q3 		$307K Sell
3,526
-2,057
-37% -$182K 0.15% 70
2021
Q2 		$435K Sell
5,583
-112
-2% -$8.77K 0.21% 60
2021
Q1 		$446K Buy
5,695
+526
+10% +$34.1K 0.22% 61
2020
Q4 		$334K Buy
+5,169
New +$308K 0.19% 68
2018
Q1 		– Sell
-757
Closed -$36K – 393
2017
Q4 		$36K Buy
+757
New +$37.1K 0.03% 229

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

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

Paulson Wealth Management reduced its Oracle (ORCL) stake by 6.3% in Q1 2026, selling an estimated $16.3K and leaving 1,477 shares worth $217K. The position accounts for 0.05% of the portfolio, ranked #132.

Paulson Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 21 quarters since. The position peaked at $634K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Paulson Wealth Management held 1,477 shares of Oracle worth $217K as of Q1 2026.
  • Paulson Wealth Management sold 100 Oracle shares in Q1 2026, an estimated $16.3K.
  • Oracle made up 0.05% of Paulson Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Paulson Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 21 quarters since.
  • Paulson Wealth Management's Oracle position peaked at $634K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.