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Sagespring Wealth Partners’s Oracle ORCL Stock Holding History

Sagespring 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 		$3.23M Buy
21,956
+1,122
+5% +$182K 0.06% 150
2025
Q4 		$4.06M Buy
20,834
+1,608
+8% +$383K 0.07% 133
2025
Q3 		$5.41M Buy
19,226
+1,473
+8% +$375K 0.11% 99
2025
Q2 		$3.88M Buy
17,753
+742
+4% +$120K 0.08% 122
2025
Q1 		$2.38M Buy
17,011
+2,271
+15% +$370K 0.06% 138
2024
Q4 		$2.46M Buy
+14,740
New +$2.62M 0.06% 126

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

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

Sagespring Wealth Partners increased its Oracle (ORCL) stake by 5.4% in Q1 2026, buying an estimated $182K and bringing the position to 21,956 shares worth $3.23M. The position accounts for 0.06% of the portfolio, ranked #150.

Sagespring Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.41M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sagespring Wealth Partners held 21,956 shares of Oracle worth $3.23M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,122 Oracle shares in Q1 2026, an estimated $182K.
  • Oracle made up 0.06% of Sagespring Wealth Partners's portfolio in Q1 2026, its #150 holding.
  • Sagespring Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Oracle position peaked at $5.41M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.