Red Wave Investments’s Oracle ORCL Stock Holding History

Red Wave Investments’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	–	Sell	-1,077	Closed	-$210K	–	122
2025 Q4	$210K	Buy	1,077 +11	+1%	+$2.62K	0.06%	109
2025 Q3	$300K	Hold	1,066	–	–	0.09%	85
2025 Q2	$233K	Buy	+1,066	New	+$172K	0.08%	97

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

Red Wave Investments's ORCL Position: Q1 2026 in Review

Red Wave Investments sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,077 shares — an estimated $210K sold.

Red Wave Investments first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $300K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Red Wave Investments reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Red Wave Investments sold 1,077 Oracle shares in Q1 2026, an estimated $210K.
Red Wave Investments first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
Red Wave Investments's Oracle position peaked at $300K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.