PUREfi Wealth’s Oracle ORCL Stock Holding History

PUREfi 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	$477K	Sell	3,243 -1,308	-29%	-$213K	0.31%	79
2025 Q4	$887K	Sell	4,551 -2,138	-32%	-$509K	0.68%	38
2025 Q3	$1.88M	Sell	6,689 -1,319	-16%	-$336K	1.45%	12
2025 Q2	$1.75M	Buy	8,008 +941	+13%	+$152K	1.4%	12
2025 Q1	$988K	Buy	7,067 +994	+16%	+$162K	0.99%	20
2024 Q4	$1.01M	Buy	+6,073	New	+$1.08M	0.99%	16

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

PUREfi Wealth's ORCL Position: Q1 2026 in Review

PUREfi Wealth reduced its Oracle (ORCL) stake by 29% in Q1 2026, selling an estimated $213K and leaving 3,243 shares worth $477K. The position accounts for 0.31% of the portfolio, ranked #79.

PUREfi Wealth first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.88M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

PUREfi Wealth held 3,243 shares of Oracle worth $477K as of Q1 2026.
PUREfi Wealth sold 1,308 Oracle shares in Q1 2026, an estimated $213K.
Oracle made up 0.31% of PUREfi Wealth's portfolio in Q1 2026, its #79 holding.
PUREfi Wealth first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's Oracle position peaked at $1.88M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.