River Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.09M | Sell |
34,588
-630
| -2% | -$102K | 0.58% | 45 |
|
|
2025
Q4 | $6.86M | Sell |
35,218
-564
| -2% | -$134K | 0.77% | 34 |
|
|
2025
Q3 | $10.1M | Sell |
35,782
-207
| -0.6% | -$52.7K | 1.18% | 21 |
|
|
2025
Q2 | $7.87M | Buy |
35,989
+1,349
| +4% | +$218K | 0.98% | 27 |
|
|
2025
Q1 | $4.84M | Sell |
34,640
-615
| -2% | -$100K | 0.67% | 42 |
|
|
2024
Q4 | $5.87M | Sell |
35,255
-929
| -3% | -$165K | 0.78% | 35 |
|
|
2024
Q3 | $6.17M | Sell |
36,184
-8
| -0% | -$1.16K | 0.82% | 33 |
|
|
2024
Q2 | $5.11M | Sell |
36,192
-242
| -0.7% | -$30.1K | 0.73% | 38 |
|
|
2024
Q1 | $4.58M | Buy |
36,434
+3,118
| +9% | +$357K | 0.67% | 41 |
|
|
2023
Q4 | $3.51M | Buy |
33,316
+94
| +0.3% | +$10.3K | 0.56% | 50 |
|
|
2023
Q3 | $3.52M | Sell |
33,222
-2,827
| -8% | -$327K | 0.63% | 44 |
|
|
2023
Q2 | $4.29M | Sell |
36,049
-1,238
| -3% | -$128K | 0.73% | 36 |
|
|
2023
Q1 | $3.46M | Sell |
37,287
-664
| -2% | -$58.2K | 0.63% | 43 |
|
|
2022
Q4 | $3.1M | Sell |
37,951
-508
| -1% | -$38.6K | 0.6% | 51 |
|
|
2022
Q3 | $2.35M | Sell |
38,459
-2,954
| -7% | -$216K | 0.51% | 60 |
|
|
2022
Q2 | $2.89M | Sell |
41,413
-1,603
| -4% | -$117K | 0.53% | 59 |
|
|
2022
Q1 | $3.56M | Buy |
43,016
+306
| +0.7% | +$24.8K | 0.57% | 55 |
|
|
2021
Q4 | $3.73M | Sell |
42,710
-719
| -2% | -$67.5K | 0.58% | 52 |
|
|
2021
Q3 | $3.78M | Sell |
43,429
-399
| -0.9% | -$35.2K | 0.65% | 47 |
|
|
2021
Q2 | $3.41M | Sell |
43,828
-775
| -2% | -$60.7K | 0.6% | 49 |
|
|
2021
Q1 | $3.13M | Sell |
44,603
-659
| -1% | -$42.7K | 0.59% | 51 |
|
|
2020
Q4 | $2.93M | Sell |
45,262
-408
| -0.9% | -$24.3K | 0.63% | 46 |
|
|
2020
Q3 | $2.73M | Sell |
45,670
-842
| -2% | -$47.8K | 0.71% | 46 |
|
|
2020
Q2 | $2.57M | Sell |
46,512
-195
| -0.4% | -$10.3K | 0.78% | 36 |
|
|
2020
Q1 | $2.26M | Sell |
46,707
-215
| -0.5% | -$11.1K | 0.9% | 31 |
|
|
2019
Q4 | $2.49M | Sell |
46,922
-502
| -1% | -$27.6K | 0.84% | 38 |
|
|
2019
Q3 | $2.61M | Sell |
47,424
-976
| -2% | -$53.9K | 0.99% | 34 |
|
|
2019
Q2 | $2.76M | Sell |
48,400
-3,223
| -6% | -$174K | 1.08% | 29 |
|
|
2019
Q1 | $2.77M | Sell |
51,623
-3,434
| -6% | -$175K | 1.16% | 26 |
|
|
2018
Q4 | $2.49M | Sell |
55,057
-3,449
| -6% | -$165K | 1.11% | 26 |
|
|
2018
Q3 | $3.02M | Sell |
58,506
-1,664
| -3% | -$80.8K | 1.11% | 25 |
|
|
2018
Q2 | $2.65M | Buy |
60,170
+73
| +0.1% | +$3.36K | 1.03% | 30 |
|
|
2018
Q1 | $2.75M | Buy |
60,097
+597
| +1% | +$29.7K | 1.16% | 25 |
|
|
2017
Q4 | $2.81M | Sell |
59,500
-1,172
| -2% | -$57.5K | 1.17% | 24 |
|
|
2017
Q3 | $2.93M | Sell |
60,672
-404
| -0.7% | -$20.1K | 1.33% | 17 |
|
|
2017
Q2 | $3.06M | Buy |
61,076
+138
| +0.2% | +$6.29K | 1.43% | 14 |
|
|
2017
Q1 | $2.72M | Sell |
60,938
-2,173
| -3% | -$90.5K | 1.32% | 17 |
|
|
2016
Q4 | $2.43M | Sell |
63,111
-104
| -0.2% | -$4.07K | 1.23% | 22 |
|
|
2016
Q3 | $2.48M | Buy |
63,215
+1,694
| +3% | +$69K | 1.37% | 19 |
|
|
2016
Q2 | $2.52M | Buy |
61,521
+789
| +1% | +$31.5K | 1.45% | 16 |
|
|
2016
Q1 | $2.48M | Sell |
60,732
-1,292
| -2% | -$47.8K | 1.48% | 15 |
|
|
2015
Q4 | $2.27M | Buy |
62,024
+5,044
| +9% | +$193K | 1.44% | 16 |
|
|
2015
Q3 | $2.06M | Buy |
56,980
+4,455
| +8% | +$171K | 1.41% | 17 |
|
|
2015
Q2 | $2.12M | Buy |
52,525
+2,809
| +6% | +$122K | 1.35% | 16 |
|
|
2015
Q1 | $2.15M | Buy |
+49,716
| New | +$2.15M | 1.33% | 18 |
|
Other funds holding ORCL
VCM
VPM
River Wealth Advisors's ORCL Position: Q1 2026 in Review
River Wealth Advisors reduced its Oracle (ORCL) stake by 1.8% in Q1 2026, selling an estimated $102K and leaving 34,588 shares worth $5.09M. The position accounts for 0.58% of the portfolio, ranked #45.
River Wealth Advisors first reported a position in ORCL in Q1 2015 and has held it in 45 quarters since. The position peaked at $10.1M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- River Wealth Advisors held 34,588 shares of Oracle worth $5.09M as of Q1 2026.
- River Wealth Advisors sold 630 Oracle shares in Q1 2026, an estimated $102K.
- Oracle made up 0.58% of River Wealth Advisors's portfolio in Q1 2026, its #45 holding.
- River Wealth Advisors first reported a position in Oracle in Q1 2015 and has held it in 45 quarters since.
- River Wealth Advisors's Oracle position peaked at $10.1M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.