Power Wealth Management’s Oracle ORCL Stock Holding History

Power 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	$622K	Buy	4,230 +289	+7%	+$47K	0.23%	61
2025 Q4	$768K	Buy	3,941 +13	+0.3%	+$3.1K	0.27%	60
2025 Q3	$1.1M	Buy	3,928 +2,049	+109%	+$522K	0.4%	43
2025 Q2	$411K	Buy	+1,879	New	+$303K	0.16%	71
2025 Q1	–	Sell	-1,674	Closed	-$279K	–	91
2024 Q4	$279K	Sell	1,674 -63	-4%	-$11.2K	0.12%	80
2024 Q3	$296K	Buy	1,737 +91	+6%	+$13.2K	0.13%	76
2024 Q2	$232K	Sell	1,646 -33	-2%	-$4.1K	0.11%	90
2024 Q1	$211K	Sell	1,679 -353	-17%	-$40.4K	0.13%	94
2023 Q4	$214K	Buy	+2,032	New	+$222K	0.15%	89

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Power Wealth Management increased its Oracle (ORCL) stake by 7.3% in Q1 2026, buying an estimated $47K and bringing the position to 4,230 shares worth $622K. The position accounts for 0.23% of the portfolio, ranked #61.

Power Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Power Wealth Management held 4,230 shares of Oracle worth $622K as of Q1 2026.
Power Wealth Management bought 289 Oracle shares in Q1 2026, an estimated $47K.
Oracle made up 0.23% of Power Wealth Management's portfolio in Q1 2026, its #61 holding.
Power Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
Power Wealth Management's Oracle position peaked at $1.1M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.