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Redwood Wealth Management Group’s Oracle ORCL Stock Holding History

Redwood 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 		– Sell
-1,140
Closed -$222K – 185
2025
Q4 		$222K Sell
1,140
-42
-4% -$10K 0.09% 170
2025
Q3 		$332K Buy
1,182
+257
+28% +$65.4K 0.14% 127
2025
Q2 		$202K Buy
+925
New +$149K 0.09% 175
2024
Q3 		– Sell
-610
Closed -$86.1K – 804
2024
Q2 		$86.1K Buy
+610
New +$75.8K 0.06% 226

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

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

Redwood Wealth Management Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,140 shares — an estimated $222K sold.

Redwood Wealth Management Group first reported a position in ORCL in Q2 2024 and held it in 4 quarters. The position peaked at $332K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Redwood Wealth Management Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,140 Oracle shares in Q1 2026, an estimated $222K.
  • Redwood Wealth Management Group first reported a position in Oracle in Q2 2024 and held it in 4 quarters.
  • Redwood Wealth Management Group's Oracle position peaked at $332K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.