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Potentia Wealth’s Oracle ORCL Stock Holding History

Potentia Wealth’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 		$1.68M Buy
11,428
+93
+0.8% +$15.1K 0.65% 23
2025
Q4 		$2.21M Hold
11,335
– – 0.81% 20
2025
Q3 		$3.19M Hold
11,335
– – 1.22% 19
2025
Q2 		$2.48M Hold
11,335
– – 1.41% 11
2025
Q1 		$1.58M Sell
11,335
-532
-4% -$86.6K 0.74% 22
2024
Q4 		$1.98M Buy
+11,867
New +$2.11M 0.88% 22

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

Potentia Wealth's ORCL Position: Q1 2026 in Review

Potentia Wealth increased its Oracle (ORCL) stake by 0.82% in Q1 2026, buying an estimated $15.1K and bringing the position to 11,428 shares worth $1.68M. The position accounts for 0.65% of the portfolio, ranked #23.

Potentia Wealth first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.19M in Q3 2025. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Potentia Wealth held 11,428 shares of Oracle worth $1.68M as of Q1 2026.
  • Potentia Wealth bought 93 Oracle shares in Q1 2026, an estimated $15.1K.
  • Oracle made up 0.65% of Potentia Wealth's portfolio in Q1 2026, its #23 holding.
  • Potentia Wealth first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Oracle position peaked at $3.19M in Q3 2025.
  • 3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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