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Sendero Wealth Management’s Oracle ORCL Stock Holding History

Sendero 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 		$3.46M Buy
23,504
+4,944
+27% +$804K 0.38% 51
2025
Q4 		$3.62M Sell
18,560
-178
-0.9% -$42.4K 0.4% 51
2025
Q3 		$5.27M Buy
18,738
+16,505
+739% +$4.2M 0.62% 33
2025
Q2 		$488K Buy
2,233
+481
+27% +$77.7K 0.06% 144
2025
Q1 		$245K Buy
1,752
+12
+0.7% +$1.95K 0.03% 167
2024
Q4 		$290K Buy
1,740
+149
+9% +$26.5K 0.04% 152
2024
Q3 		$271K Sell
1,591
-724
-31% -$105K 0.04% 150
2024
Q2 		$327K Sell
2,315
-299
-11% -$37.1K 0.06% 138
2024
Q1 		$328K Sell
2,614
-6,261
-71% -$717K 0.06% 138
2023
Q4 		$936K Sell
8,875
-20,181
-69% -$2.2M 0.18% 84
2023
Q3 		$3.08M Sell
29,056
-5,259
-15% -$609K 0.66% 32
2023
Q2 		$4.09M Sell
34,315
-8,892
-21% -$919K 0.89% 21
2023
Q1 		$4.01M Buy
43,207
+12,227
+39% +$1.07M 1.23% 9
2022
Q4 		$2.53M Buy
30,980
+16,408
+113% +$1.25M 0.9% 18
2022
Q3 		$890K Buy
14,572
+8,372
+135% +$613K 0.37% 46
2022
Q2 		$433K Buy
6,200
+1,690
+37% +$124K 0.42% 59
2022
Q1 		$373K Hold
4,510
– – 0.17% 62
2021
Q4 		$393K Buy
+4,510
New +$423K 0.17% 67

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

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

Sendero Wealth Management increased its Oracle (ORCL) stake by 27% in Q1 2026, buying an estimated $804K and bringing the position to 23,504 shares worth $3.46M. The position accounts for 0.38% of the portfolio, ranked #51.

Sendero Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.27M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sendero Wealth Management held 23,504 shares of Oracle worth $3.46M as of Q1 2026.
  • Sendero Wealth Management bought 4,944 Oracle shares in Q1 2026, an estimated $804K.
  • Oracle made up 0.38% of Sendero Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Sendero Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Sendero Wealth Management's Oracle position peaked at $5.27M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.