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Rialto Wealth Management’s Oracle ORCL Stock Holding History

Rialto Wealth 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 		$70.8K Buy
481
+8
+2% +$1.3K 0.02% 253
2025
Q4 		$92.2K Buy
473
+40
+9% +$9.52K 0.02% 216
2025
Q3 		$122K Buy
433
+30
+7% +$7.64K 0.03% 184
2025
Q2 		$88.1K Buy
403
+28
+7% +$4.52K 0.02% 215
2025
Q1 		$52.4K Sell
375
-31
-8% -$5.05K 0.02% 259
2024
Q4 		$67.7K Buy
+406
New +$72.1K 0.02% 234

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

Rialto Wealth Management's ORCL Position: Q1 2026 in Review

Rialto Wealth Management increased its Oracle (ORCL) stake by 1.7% in Q1 2026, buying an estimated $1.3K and bringing the position to 481 shares worth $70.8K. The position accounts for 0.02% of the portfolio, ranked #253.

Rialto Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $122K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Rialto Wealth Management held 481 shares of Oracle worth $70.8K as of Q1 2026.
  • Rialto Wealth Management bought 8 Oracle shares in Q1 2026, an estimated $1.3K.
  • Oracle made up 0.02% of Rialto Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Rialto Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Oracle position peaked at $122K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.