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Prestige Wealth Management Group’s Oracle ORCL Stock Holding History

Prestige Wealth Management Group’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 		$1.67M Sell
11,362
-113
-1% -$18.4K 0.33% 49
2025
Q4 		$2.24M Buy
11,475
+79
+0.7% +$18.8K 0.43% 44
2025
Q3 		$3.2M Buy
11,396
+81
+0.7% +$20.6K 0.62% 30
2025
Q2 		$2.47M Sell
11,315
-9
-0.1% -$1.45K 0.5% 37
2025
Q1 		$1.58M Buy
11,324
+36
+0.3% +$5.86K 0.34% 45
2024
Q4 		$1.88M Buy
11,288
+70
+0.6% +$12.4K 0.39% 45
2024
Q3 		$1.91M Sell
11,218
-2,152
-16% -$312K 0.4% 42
2024
Q2 		$1.89M Sell
13,370
-205
-2% -$25.5K 0.41% 43
2024
Q1 		$1.71M Sell
13,575
-220
-2% -$25.2K 0.37% 42
2023
Q4 		$1.45M Sell
13,795
-19
-0.1% -$2.07K 0.33% 45
2023
Q3 		$1.46M Buy
13,814
+2,206
+19% +$255K 0.36% 43
2023
Q2 		$1.38M Sell
11,608
-403
-3% -$41.7K 0.33% 43
2023
Q1 		$1.12M Sell
12,011
-2,019
-14% -$177K 0.28% 48
2022
Q4 		$1.15M Buy
14,030
+3,743
+36% +$284K 0.3% 49
2022
Q3 		$628K Buy
10,287
+275
+3% +$20.1K 0.18% 59
2022
Q2 		$700K Sell
10,012
-103
-1% -$7.54K 0.19% 56
2022
Q1 		$837K Buy
10,115
+229
+2% +$18.5K 0.21% 58
2021
Q4 		$862K Buy
9,886
+306
+3% +$28.7K 0.21% 56
2021
Q3 		$834K Buy
9,580
+556
+6% +$49.1K 0.21% 52
2021
Q2 		$702K Buy
9,024
+2,013
+29% +$158K 0.19% 54
2021
Q1 		$491K Buy
7,011
+61
+0.9% +$3.95K 0.13% 65
2020
Q4 		$450K Sell
6,950
-130
-2% -$7.74K 0.12% 75
2020
Q3 		$422K Buy
7,080
+32
+0.5% +$1.82K 0.13% 80
2020
Q2 		$389K Sell
7,048
-1,238
-15% -$65.6K 0.14% 70
2020
Q1 		$400K Buy
8,286
+2,012
+32% +$104K 0.17% 57
2019
Q4 		$332K Sell
6,274
-18
-0.3% -$991 0.18% 89
2019
Q3 		$346K Buy
6,292
+18
+0.3% +$994 0.2% 74
2019
Q2 		$357K Sell
6,274
-3,422
-35% -$185K 0.22% 73
2019
Q1 		$521K Buy
9,696
+2,790
+40% +$142K 0.32% 63
2018
Q4 		$312K Buy
+6,906
New +$331K 0.23% 78

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

Prestige Wealth Management Group's ORCL Position: Q1 2026 in Review

Prestige Wealth Management Group reduced its Oracle (ORCL) stake by 0.98% in Q1 2026, selling an estimated $18.4K and leaving 11,362 shares worth $1.67M. The position accounts for 0.33% of the portfolio, ranked #49.

Prestige Wealth Management Group first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.2M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Prestige Wealth Management Group held 11,362 shares of Oracle worth $1.67M as of Q1 2026.
  • Prestige Wealth Management Group sold 113 Oracle shares in Q1 2026, an estimated $18.4K.
  • Oracle made up 0.33% of Prestige Wealth Management Group's portfolio in Q1 2026, its #49 holding.
  • Prestige Wealth Management Group first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Prestige Wealth Management Group's Oracle position peaked at $3.2M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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