PWM
ORCL icon

Perigon Wealth Management’s Oracle ORCL Stock Holding History

Perigon 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 		$5.55M Buy
37,744
+4,642
+14% +$755K 0.1% 195
2025
Q4 		$6.45M Sell
33,102
-1,371
-4% -$326K 0.12% 164
2025
Q3 		$9.7M Buy
34,473
+6,271
+22% +$1.6M 0.2% 109
2025
Q2 		$6.17M Sell
28,202
-1,361
-5% -$220K 0.14% 143
2025
Q1 		$4.13M Buy
29,563
+980
+3% +$160K 0.11% 190
2024
Q4 		$4.56M Buy
28,583
+549
+2% +$97.5K 0.11% 174
2024
Q3 		$4.78M Sell
28,034
-788
-3% -$114K 0.13% 157
2024
Q2 		$4.07M Buy
28,822
+2,061
+8% +$256K 0.12% 161
2024
Q1 		$3.36M Buy
26,761
+1,401
+6% +$160K 0.1% 184
2023
Q4 		$2.67M Buy
25,360
+5,232
+26% +$571K 0.09% 187
2023
Q3 		$2.13M Buy
20,128
+122
+0.6% +$14.1K 0.09% 200
2023
Q2 		$2.38M Buy
20,006
+7,405
+59% +$766K 0.09% 194
2023
Q1 		$1.17M Buy
12,601
+201
+2% +$17.6K 0.07% 243
2022
Q4 		$1.01M Buy
12,400
+1,175
+10% +$89.3K 0.06% 260
2022
Q3 		$686K Buy
11,225
+2,969
+36% +$217K 0.06% 269
2022
Q2 		$577K Buy
8,256
+885
+12% +$64.8K 0.05% 302
2022
Q1 		$610K Sell
7,371
-28
-0.4% -$2.27K 0.04% 315
2021
Q4 		$645K Sell
7,399
-387
-5% -$36.3K 0.05% 287
2021
Q3 		$678K Buy
7,786
+115
+1% +$10.2K 0.06% 256
2021
Q2 		$597K Sell
7,671
-145
-2% -$11.3K 0.05% 274
2021
Q1 		$548K Sell
7,816
-316
-4% -$20.5K 0.06% 273
2020
Q4 		$526K Buy
8,132
+397
+5% +$23.6K 0.06% 240
2020
Q3 		$462K Buy
7,735
+1,112
+17% +$63.2K 0.06% 239
2020
Q2 		$366K Buy
6,623
+1,544
+30% +$81.8K 0.06% 234
2020
Q1 		$270K Buy
5,079
+1,089
+27% +$56.2K 0.05% 253
2019
Q4 		$216K Buy
3,990
+130
+3% +$7.16K 0.04% 241
2019
Q3 		$218K Buy
+3,860
New +$213K 0.05% 220
2019
Q2 		– Sell
-7,449
Closed -$410K – 251
2019
Q1 		$410K Buy
+7,449
New +$380K 0.1% 139
2018
Q4 		– Sell
-4,582
Closed -$236K – 261
2018
Q3 		$236K Sell
4,582
-6,354
-58% -$309K 0.06% 215
2018
Q2 		$482K Buy
10,936
+7,195
+192% +$331K 0.14% 127
2018
Q1 		$171K Sell
3,741
-122
-3% -$6.07K 0.06% 178
2017
Q4 		$183K Sell
3,863
-13,572
-78% -$666K 0.07% 148
2017
Q3 		$843K Sell
17,435
-3,112
-15% -$155K 0.27% 81
2017
Q2 		$1.03M Sell
20,547
-675
-3% -$30.8K 0.22% 114
2017
Q1 		$947K Buy
21,222
+114
+0.5% +$4.75K 0.2% 118
2016
Q4 		$901K Buy
21,108
+2,058
+11% +$80.5K 0.2% 117
2016
Q3 		$748K Buy
19,050
+1,928
+11% +$78.6K 0.19% 108
2016
Q2 		$701K Buy
17,122
+2,260
+15% +$90.2K 0.19% 116
2016
Q1 		$696K Hold
14,862
– – 0.22% 91
2015
Q4 		$543K Buy
14,862
+4,875
+49% +$186K 0.15% 133
2015
Q3 		$361K Buy
9,987
+899
+10% +$34.6K 0.11% 154
2015
Q2 		$366K Sell
9,088
-2,423
-21% -$105K 0.1% 169
2015
Q1 		$497K Buy
11,511
+2,288
+25% +$99.2K 0.14% 146
2014
Q4 		$415K Buy
9,223
+200
+2% +$8.14K 0.12% 141
2014
Q3 		$345K Sell
9,023
-2,290
-20% -$92.7K 0.1% 147
2014
Q2 		$459K Buy
11,313
+3,953
+54% +$163K 0.13% 129
2014
Q1 		$301K Sell
7,360
-300
-4% -$11.4K 0.17% 103
2013
Q4 		$293K Buy
+7,660
New +$263K 0.16% 105

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

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

Perigon Wealth Management increased its Oracle (ORCL) stake by 14% in Q1 2026, buying an estimated $755K and bringing the position to 37,744 shares worth $5.55M. The position accounts for 0.1% of the portfolio, ranked #195.

Perigon Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 48 quarters since. The position peaked at $9.7M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Perigon Wealth Management held 37,744 shares of Oracle worth $5.55M as of Q1 2026.
  • Perigon Wealth Management bought 4,642 Oracle shares in Q1 2026, an estimated $755K.
  • Oracle made up 0.1% of Perigon Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Perigon Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 48 quarters since.
  • Perigon Wealth Management's Oracle position peaked at $9.7M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.