SWM
ORCL icon

Sculati Wealth Management’s Oracle ORCL Stock Holding History

Sculati 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 		$3.77M Hold
25,659
– – 1.39% 20
2025
Q4 		$5M Buy
25,659
+23
+0.1% +$5.48K 1.76% 16
2025
Q3 		$7.21M Sell
25,636
-63
-0.2% -$16K 2.54% 8
2025
Q2 		$5.62M Sell
25,699
-1,028
-4% -$166K 2.11% 10
2025
Q1 		$3.74M Sell
26,727
-1,336
-5% -$218K 1.51% 14
2024
Q4 		$4.68M Sell
28,063
-570
-2% -$101K 1.85% 12
2024
Q3 		$4.88M Sell
28,633
-548
-2% -$79.4K 1.95% 11
2024
Q2 		$4.12M Sell
29,181
-171
-0.6% -$21.2K 1.76% 13
2024
Q1 		$3.69M Buy
29,352
+1,088
+4% +$125K 1.59% 16
2023
Q4 		$2.98M Hold
28,264
– – 1.39% 20
2023
Q3 		$2.99M Sell
28,264
-1,116
-4% -$129K 1.53% 16
2023
Q2 		$3.5M Sell
29,380
-203
-0.7% -$21K 1.76% 12
2023
Q1 		$2.75M Buy
29,583
+239
+0.8% +$21K 1.46% 16
2022
Q4 		$2.4M Sell
29,344
-2,367
-7% -$180K 1.35% 24
2022
Q3 		$1.94M Buy
31,711
+1,375
+5% +$101K 1.14% 26
2022
Q2 		$2.12M Sell
30,336
-438
-1% -$32.1K 1.21% 22
2022
Q1 		$2.55M Sell
30,774
-2,207
-7% -$179K 1.24% 21
2021
Q4 		$2.88M Buy
32,981
+522
+2% +$49K 1.39% 21
2021
Q3 		$2.83M Buy
32,459
+125
+0.4% +$11K 1.5% 18
2021
Q2 		$2.52M Buy
32,334
+185
+0.6% +$14.5K 1.33% 22
2021
Q1 		$2.26M Buy
32,149
+607
+2% +$39.3K 1.3% 23
2020
Q4 		$2.04M Buy
31,542
+688
+2% +$41K 1.34% 23
2020
Q3 		$1.84M Buy
30,854
+107
+0.3% +$6.08K 1.38% 24
2020
Q2 		$1.7M Buy
30,747
+1,364
+5% +$72.3K 1.43% 25
2020
Q1 		$1.42M Buy
29,383
+3,416
+13% +$176K 1.56% 19
2019
Q4 		$1.38M Buy
+25,967
New +$1.43M 1.23% 30

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

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

Sculati Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 25,659 shares worth $3.77M. The position accounts for 1.39% of the portfolio, ranked #20.

Sculati Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.21M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sculati Wealth Management held 25,659 shares of Oracle worth $3.77M as of Q1 2026.
  • Sculati Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 1.39% of Sculati Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Sculati Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's Oracle position peaked at $7.21M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.