SDWMA
ORCL icon

Schneider Downs Wealth Management Advisors’s Oracle ORCL Stock Holding History

Schneider Downs Wealth Management Advisors’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 		$542K Sell
3,686
-6
-0.2% -$975 0.06% 97
2025
Q4 		$720K Buy
3,692
+6
+0.2% +$1.43K 0.08% 79
2025
Q3 		$1.04M Hold
3,686
– – 0.12% 64
2025
Q2 		$806K Hold
3,686
– – 0.12% 74
2025
Q1 		$515K Hold
3,686
– – 0.09% 85
2024
Q4 		$614K Hold
3,686
– – 0.12% 74
2024
Q3 		$628K Sell
3,686
-319
-8% -$46.2K 0.13% 70
2024
Q2 		$566K Buy
4,005
+24
+0.6% +$2.98K 0.13% 67
2024
Q1 		$500K Hold
3,981
– – 0.12% 77
2023
Q4 		$420K Sell
3,981
-106
-3% -$11.6K 0.11% 76
2023
Q3 		$433K Buy
4,087
+22
+0.5% +$2.55K 0.1% 64
2023
Q2 		$484K Buy
4,065
+10
+0.2% +$1.03K 0.11% 65
2023
Q1 		$377K Sell
4,055
-81
-2% -$7.1K 0.08% 77
2022
Q4 		$338K Sell
4,136
-2,251
-35% -$171K 0.07% 79
2022
Q3 		$390K Sell
6,387
-2,059
-24% -$151K 0.11% 77
2022
Q2 		$590K Hold
8,446
– – 0.16% 64
2022
Q1 		$699K Sell
8,446
-473
-5% -$38.3K 0.18% 61
2021
Q4 		$778K Sell
8,919
-150
-2% -$14.1K 0.19% 61
2021
Q3 		$790K Buy
9,069
+432
+5% +$38.2K 0.2% 58
2021
Q2 		$672K Buy
8,637
+41
+0.5% +$3.21K 0.17% 59
2021
Q1 		$603K Buy
8,596
+2,324
+37% +$150K 0.15% 61
2020
Q4 		$406K Sell
6,272
-1,693
-21% -$101K 0.11% 52
2020
Q3 		$476K Hold
7,965
– – 0.16% 49
2020
Q2 		$440K Buy
7,965
+240
+3% +$12.7K 0.15% 47
2020
Q1 		$373K Buy
7,725
+3,778
+96% +$195K 0.14% 53
2019
Q4 		$209K Hold
3,947
– – 0.06% 66
2019
Q3 		$217K Buy
+3,947
New +$218K 0.07% 59

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

Schneider Downs Wealth Management Advisors's ORCL Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Oracle (ORCL) stake by 0.16% in Q1 2026, selling an estimated $975 and leaving 3,686 shares worth $542K. The position accounts for 0.06% of the portfolio, ranked #97.

Schneider Downs Wealth Management Advisors first reported a position in ORCL in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Schneider Downs Wealth Management Advisors held 3,686 shares of Oracle worth $542K as of Q1 2026.
  • Schneider Downs Wealth Management Advisors sold 6 Oracle shares in Q1 2026, an estimated $975.
  • Oracle made up 0.06% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #97 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Oracle in Q3 2019 and has held it in 27 quarters since.
  • Schneider Downs Wealth Management Advisors's Oracle position peaked at $1.04M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.