Premier Path Wealth Partners’s Oracle ORCL Stock Holding History

Premier Path Wealth Partners’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	$1.86M	Buy	12,661 +4,802	+61%	+$781K	0.24%	95
2025 Q4	$1.53M	Buy	7,859 +48	+0.6%	+$11.4K	0.2%	108
2025 Q3	$2.2M	Buy	7,811 +421	+6%	+$107K	0.28%	79
2025 Q2	$1.62M	Buy	7,390 +543	+8%	+$87.7K	0.22%	103
2025 Q1	$957K	Sell	6,847 -170	-2%	-$27.7K	0.15%	164
2024 Q4	$1.17M	Buy	7,017 +82	+1%	+$14.6K	0.18%	138
2024 Q3	$1.18M	Sell	6,935 -45	-0.6%	-$6.52K	0.19%	140
2024 Q2	$986K	Buy	6,980 +279	+4%	+$34.6K	0.17%	146
2024 Q1	$842K	Buy	6,701 +9	+0.1%	+$1.03K	0.16%	151
2023 Q4	$706K	Buy	+6,692	New	+$730K	0.16%	149

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

Premier Path Wealth Partners's ORCL Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Oracle (ORCL) stake by 61% in Q1 2026, buying an estimated $781K and bringing the position to 12,661 shares worth $1.86M. The position accounts for 0.24% of the portfolio, ranked #95.

Premier Path Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.2M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Premier Path Wealth Partners held 12,661 shares of Oracle worth $1.86M as of Q1 2026.
Premier Path Wealth Partners bought 4,802 Oracle shares in Q1 2026, an estimated $781K.
Oracle made up 0.24% of Premier Path Wealth Partners's portfolio in Q1 2026, its #95 holding.
Premier Path Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Oracle position peaked at $2.2M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.