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RKL Wealth Management’s Oracle ORCL Stock Holding History

RKL 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 		$420K Sell
2,858
-115
-4% -$18.7K 0.04% 135
2025
Q4 		$579K Buy
2,973
+216
+8% +$51.4K 0.05% 121
2025
Q3 		$775K Buy
2,757
+265
+11% +$67.5K 0.07% 105
2025
Q2 		$545K Sell
2,492
-81
-3% -$13.1K 0.05% 123
2025
Q1 		$360K Hold
2,573
– – 0.03% 141
2024
Q4 		$429K Sell
2,573
-46
-2% -$8.17K 0.04% 131
2024
Q3 		$446K Buy
2,619
+596
+29% +$86.3K 0.04% 108
2024
Q2 		$286K Buy
2,023
+1
+0% +$124 0.03% 120
2024
Q1 		$254K Buy
2,022
+1
+0% +$114 0.03% 132
2023
Q4 		$213K Hold
2,021
– – 0.02% 143
2023
Q3 		$214K Sell
2,021
-908
-31% -$105K 0.03% 121
2023
Q2 		$349K Sell
2,929
-153
-5% -$15.8K 0.04% 110
2023
Q1 		$286K Sell
3,082
-182
-6% -$16K 0.04% 114
2022
Q4 		$267K Buy
+3,264
New +$248K 0.04% 117
2022
Q3 		– Sell
-3,153
Closed -$220K – 133
2022
Q2 		$220K Sell
3,153
-72
-2% -$5.27K 0.03% 130
2022
Q1 		$267K Sell
3,225
-102
-3% -$8.26K 0.03% 124
2021
Q4 		$290K Sell
3,327
-35
-1% -$3.29K 0.03% 106
2021
Q3 		$293K Sell
3,362
-34
-1% -$3K 0.04% 106
2021
Q2 		$264K Buy
3,396
+99
+3% +$7.75K 0.03% 115
2021
Q1 		$231K Sell
3,297
-676
-17% -$43.8K 0.03% 121
2020
Q4 		$257K Sell
3,973
-382
-9% -$22.7K 0.04% 113
2020
Q3 		$260K Buy
4,355
+1
+0% +$57 0.04% 110
2020
Q2 		$241K Sell
4,354
-2,195
-34% -$116K 0.04% 106
2020
Q1 		$317K Sell
6,549
-210
-3% -$10.8K 0.07% 96
2019
Q4 		$358K Sell
6,759
-27
-0.4% -$1.49K 0.06% 101
2019
Q3 		$373K Sell
6,786
-275
-4% -$15.2K 0.07% 104
2019
Q2 		$405K Sell
7,061
-273
-4% -$14.8K 0.07% 102
2019
Q1 		$394K Sell
7,334
-468
-6% -$23.8K 0.08% 106
2018
Q4 		$355K Sell
7,802
-1,568
-17% -$75.1K 0.08% 103
2018
Q3 		$483K Sell
9,370
-1,570
-14% -$76.3K 0.1% 101
2018
Q2 		$486K Sell
10,940
-1,237
-10% -$57K 0.11% 103
2018
Q1 		$562K Sell
12,177
-4,325
-26% -$215K 0.13% 98
2017
Q4 		$779K Sell
16,502
-3,437
-17% -$169K 0.19% 92
2017
Q3 		$959K Sell
19,939
-2,263
-10% -$113K 0.27% 79
2017
Q2 		$1.12M Sell
22,202
-1,943
-8% -$88.6K 0.35% 62
2017
Q1 		$1.08M Sell
24,145
-5,425
-18% -$226K 0.43% 50
2016
Q4 		$1.14M Sell
29,570
-890
-3% -$34.8K 0.55% 47
2016
Q3 		$1.2M Buy
30,460
+5,585
+22% +$228K 0.6% 41
2016
Q2 		$1.02M Buy
24,875
+7,800
+46% +$311K 0.53% 42
2016
Q1 		$699K Buy
+17,075
New +$632K 0.4% 40

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

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

RKL Wealth Management reduced its Oracle (ORCL) stake by 3.9% in Q1 2026, selling an estimated $18.7K and leaving 2,858 shares worth $420K. The position accounts for 0.04% of the portfolio, ranked #135.

RKL Wealth Management first reported a position in ORCL in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.2M in Q3 2016. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • RKL Wealth Management held 2,858 shares of Oracle worth $420K as of Q1 2026.
  • RKL Wealth Management sold 115 Oracle shares in Q1 2026, an estimated $18.7K.
  • Oracle made up 0.04% of RKL Wealth Management's portfolio in Q1 2026, its #135 holding.
  • RKL Wealth Management first reported a position in Oracle in Q1 2016 and has held it in 40 quarters since.
  • RKL Wealth Management's Oracle position peaked at $1.2M in Q3 2016.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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