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Ridgecrest Wealth Partners’s Oracle ORCL Stock Holding History

Ridgecrest Wealth Partners’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 		$411K Sell
2,792
-300
-10% -$48.8K 0.23% 63
2025
Q4 		$603K Sell
3,092
-2,797
-47% -$666K 0.33% 49
2025
Q3 		$1.66M Sell
5,889
-725
-11% -$185K 0.75% 30
2025
Q2 		$1.45M Sell
6,614
-199
-3% -$32.1K 0.76% 30
2025
Q1 		$953K Buy
6,813
+1,000
+17% +$163K 0.5% 42
2024
Q4 		$969K Sell
5,813
-2,000
-26% -$355K 0.53% 36
2024
Q3 		$1.33M Buy
7,813
+100
+1% +$14.5K 0.69% 31
2024
Q2 		$1.09M Buy
7,713
+49
+0.6% +$6.08K 0.66% 33
2024
Q1 		$963K Hold
7,664
– – 0.57% 38
2023
Q4 		$808K Hold
7,664
– – 0.53% 41
2023
Q3 		$812K Hold
7,664
– – 0.57% 34
2023
Q2 		$913K Buy
7,664
+264
+4% +$27.3K 0.6% 34
2023
Q1 		$688K Hold
7,400
– – 0.49% 39
2022
Q4 		$605K Hold
7,400
– – 0.46% 42
2022
Q3 		$452K Buy
7,400
+162
+2% +$11.9K 0.37% 48
2022
Q2 		$506K Hold
7,238
– – 0.37% 51
2022
Q1 		$599K Hold
7,238
– – 0.38% 53
2021
Q4 		$631K Buy
7,238
+100
+1% +$9.39K 0.31% 61
2021
Q3 		$622K Buy
7,138
+800
+13% +$70.7K 0.34% 59
2021
Q2 		$493K Buy
6,338
+200
+3% +$15.7K 0.31% 65
2021
Q1 		$431K Buy
+6,138
New +$397K 0.41% 52

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

Ridgecrest Wealth Partners's ORCL Position: Q1 2026 in Review

Ridgecrest Wealth Partners reduced its Oracle (ORCL) stake by 9.7% in Q1 2026, selling an estimated $48.8K and leaving 2,792 shares worth $411K. The position accounts for 0.23% of the portfolio, ranked #63.

Ridgecrest Wealth Partners first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ridgecrest Wealth Partners held 2,792 shares of Oracle worth $411K as of Q1 2026.
  • Ridgecrest Wealth Partners sold 300 Oracle shares in Q1 2026, an estimated $48.8K.
  • Oracle made up 0.23% of Ridgecrest Wealth Partners's portfolio in Q1 2026, its #63 holding.
  • Ridgecrest Wealth Partners first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's Oracle position peaked at $1.66M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.