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Schrum Private Wealth Management’s Oracle ORCL Stock Holding History

Schrum Private 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 		$1.19M Sell
8,075
-495
-6% -$80.5K 0.91% 30
2025
Q4 		$1.67M Buy
8,570
+2
+0% +$476 1.24% 17
2025
Q3 		$2.41M Buy
8,568
+1,465
+21% +$373K 1.77% 12
2025
Q2 		$1.55M Buy
7,103
+3
+0% +$484 1.25% 20
2025
Q1 		$993K Buy
7,100
+2
+0% +$326 0.87% 31
2024
Q4 		$1.18M Buy
7,098
+598
+9% +$106K 1% 28
2024
Q3 		$1.11M Sell
6,500
-593
-8% -$85.9K 0.57% 45
2024
Q2 		$1M Buy
7,093
+3
+0% +$373 0.9% 30
2024
Q1 		$891K Buy
7,090
+5,169
+269% +$592K 0.81% 37
2023
Q4 		$203K Sell
1,921
-5,161
-73% -$563K 0.29% 96
2023
Q3 		$750K Buy
7,082
+2
+0% +$232 0.86% 32
2023
Q2 		$843K Buy
7,080
+4
+0.1% +$414 0.91% 32
2023
Q1 		$658K Sell
7,076
-121
-2% -$10.6K 0.76% 39
2022
Q4 		$588K Buy
7,197
+68
+1% +$5.17K 0.7% 41
2022
Q3 		$436K Sell
7,129
-137
-2% -$10K 0.55% 56
2022
Q2 		$508K Hold
7,266
– – 0.57% 49
2022
Q1 		$584K Buy
7,266
+7
+0.1% +$567 0.59% 50
2021
Q4 		$632K Buy
+7,259
New +$682K 0.58% 48

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

Schrum Private Wealth Management's ORCL Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Oracle (ORCL) stake by 5.8% in Q1 2026, selling an estimated $80.5K and leaving 8,075 shares worth $1.19M. The position accounts for 0.91% of the portfolio, ranked #30.

Schrum Private Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.41M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Schrum Private Wealth Management held 8,075 shares of Oracle worth $1.19M as of Q1 2026.
  • Schrum Private Wealth Management sold 495 Oracle shares in Q1 2026, an estimated $80.5K.
  • Oracle made up 0.91% of Schrum Private Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Schrum Private Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Oracle position peaked at $2.41M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.