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Private Wealth Asset Management’s Oracle ORCL Stock Holding History

Private Wealth Asset 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 		$764K Buy
5,192
+640
+14% +$104K 0.08% 140
2025
Q4 		$887K Buy
4,552
+465
+11% +$111K 0.1% 132
2025
Q3 		$1.15M Buy
4,087
+270
+7% +$68.8K 0.14% 107
2025
Q2 		$835K Buy
3,817
+321
+9% +$51.8K 0.11% 121
2025
Q1 		$489K Buy
+3,496
New +$569K 0.07% 151

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

Private Wealth Asset Management's ORCL Position: Q1 2026 in Review

Private Wealth Asset Management increased its Oracle (ORCL) stake by 14% in Q1 2026, buying an estimated $104K and bringing the position to 5,192 shares worth $764K. The position accounts for 0.08% of the portfolio, ranked #140.

Private Wealth Asset Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Private Wealth Asset Management held 5,192 shares of Oracle worth $764K as of Q1 2026.
  • Private Wealth Asset Management bought 640 Oracle shares in Q1 2026, an estimated $104K.
  • Oracle made up 0.08% of Private Wealth Asset Management's portfolio in Q1 2026, its #140 holding.
  • Private Wealth Asset Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Oracle position peaked at $1.15M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.