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RMG Wealth Management’s Oracle ORCL Stock Holding History

RMG 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 		$57K Buy
294
+14
+5% +$2.28K 0.01% 155
2025
Q4 		$49.7K Hold
280
– – 0.01% 148
2025
Q3 		$76K Hold
280
– – 0.01% 113
2025
Q2 		$69.1K Buy
+280
New +$45.2K 0.01% 110

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

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

RMG Wealth Management increased its Oracle (ORCL) stake by 5% in Q1 2026, buying an estimated $2.28K and bringing the position to 294 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #155.

RMG Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $76K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • RMG Wealth Management held 294 shares of Oracle worth $57K as of Q1 2026.
  • RMG Wealth Management bought 14 Oracle shares in Q1 2026, an estimated $2.28K.
  • Oracle made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #155 holding.
  • RMG Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's Oracle position peaked at $76K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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