RWA Wealth Partners’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 | $9.41M | Sell |
63,942
-1,144
| -2% | -$186K | 0.1% | 111 |
|
|
2025
Q4 | $12.7M | Sell |
65,086
-3,018
| -4% | -$719K | 0.14% | 97 |
|
|
2025
Q3 | $19.2M | Sell |
68,104
-1,810
| -3% | -$461K | 0.22% | 66 |
|
|
2025
Q2 | $15.3M | Sell |
69,914
-501
| -0.7% | -$80.9K | 0.19% | 80 |
|
|
2025
Q1 | $9.84M | Sell |
70,415
-5,824
| -8% | -$948K | 0.12% | 104 |
|
|
2024
Q4 | $12.7M | Sell |
76,239
-88,040
| -54% | -$15.6M | 0.16% | 86 |
|
|
2024
Q3 | $28M | Buy |
164,279
+34,743
| +27% | +$5.03M | 0.35% | 48 |
|
|
2024
Q2 | $18.3M | Sell |
129,536
-56,744
| -30% | -$7.05M | 0.24% | 67 |
|
|
2024
Q1 | $23.4M | Sell |
186,280
-6,520
| -3% | -$746K | 0.31% | 53 |
|
|
2023
Q4 | $20.3M | Buy |
192,800
+155,431
| +416% | +$17M | 0.29% | 56 |
|
|
2023
Q3 | $3.96M | Buy |
37,369
+1,169
| +3% | +$135K | 0.09% | 92 |
|
|
2023
Q2 | $4.31M | Buy |
36,200
+30,532
| +539% | +$3.16M | 0.09% | 83 |
|
|
2023
Q1 | $527K | Hold |
5,668
| – | – | 0.01% | 165 |
|
|
2022
Q4 | $502K | Buy |
5,668
+139
| +3% | +$10.6K | 0.01% | 172 |
|
|
2022
Q3 | $338K | Hold |
5,529
| – | – | 0.02% | 189 |
|
|
2022
Q2 | $386K | Buy |
5,529
+150
| +3% | +$11K | 0.03% | 175 |
|
|
2022
Q1 | $445K | Buy |
5,379
+118
| +2% | +$9.56K | 0.03% | 170 |
|
|
2021
Q4 | $459K | Buy |
5,261
+5
| +0.1% | +$469 | 0.03% | 176 |
|
|
2021
Q3 | $458K | Sell |
5,256
-100
| -2% | -$8.83K | 0.03% | 170 |
|
|
2021
Q2 | $417K | Buy |
5,356
+214
| +4% | +$16.8K | 0.03% | 178 |
|
|
2021
Q1 | $361K | Sell |
5,142
-822
| -14% | -$53.2K | 0.03% | 185 |
|
|
2020
Q4 | $386K | Sell |
5,964
-382
| -6% | -$22.7K | 0.03% | 172 |
|
|
2020
Q3 | $379K | Buy |
6,346
+6
| +0.1% | +$341 | 0.04% | 163 |
|
|
2020
Q2 | $350K | Sell |
6,340
-189
| -3% | -$10K | 0.04% | 164 |
|
|
2020
Q1 | $316K | Sell |
6,529
-11,362
| -64% | -$586K | 0.04% | 159 |
|
|
2019
Q4 | $948K | Hold |
17,891
| – | – | 0.09% | 125 |
|
|
2019
Q3 | $985K | Buy |
17,891
+100
| +0.6% | +$5.52K | 0.1% | 124 |
|
|
2019
Q2 | $1.01M | Sell |
17,791
-306
| -2% | -$16.6K | 0.11% | 121 |
|
|
2019
Q1 | $972K | Hold |
18,097
| – | – | 0.11% | 118 |
|
|
2018
Q4 | $817K | Sell |
18,097
-436
| -2% | -$20.9K | 0.11% | 122 |
|
|
2018
Q3 | $956K | Sell |
18,533
-861
| -4% | -$41.8K | 0.11% | 116 |
|
|
2018
Q2 | $855K | Buy |
19,394
+4,019
| +26% | +$185K | 0.1% | 128 |
|
|
2018
Q1 | $703K | Sell |
15,375
-1,621
| -10% | -$80.6K | 0.09% | 123 |
|
|
2017
Q4 | $804K | Buy |
16,996
+297
| +2% | +$14.6K | 0.09% | 128 |
|
|
2017
Q3 | $807K | Buy |
16,699
+9,137
| +121% | +$455K | 0.09% | 126 |
|
|
2017
Q2 | $379K | Buy |
+7,562
| New | +$345K | 0.05% | 146 |
|
Other funds holding ORCL
VCM
VPM
RWA Wealth Partners's ORCL Position: Q1 2026 in Review
RWA Wealth Partners reduced its Oracle (ORCL) stake by 1.8% in Q1 2026, selling an estimated $186K and leaving 63,942 shares worth $9.41M. The position accounts for 0.1% of the portfolio, ranked #111.
RWA Wealth Partners first reported a position in ORCL in Q2 2017 and has held it in 36 quarters since. The position peaked at $28M in Q3 2024. 3,470 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- RWA Wealth Partners held 63,942 shares of Oracle worth $9.41M as of Q1 2026.
- RWA Wealth Partners sold 1,144 Oracle shares in Q1 2026, an estimated $186K.
- Oracle made up 0.1% of RWA Wealth Partners's portfolio in Q1 2026, its #111 holding.
- RWA Wealth Partners first reported a position in Oracle in Q2 2017 and has held it in 36 quarters since.
- RWA Wealth Partners's Oracle position peaked at $28M in Q3 2024.
- 3,470 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.