Sequent Planning’s Oracle ORCL Stock Holding History

Sequent Planning’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	–	Sell	-1,185	Closed	-$231K	–	249
2025 Q4	$231K	Buy	+1,185	New	+$282K	0.06%	203

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sequent Planning's ORCL Position: Q1 2026 in Review

Sequent Planning sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,185 shares — an estimated $231K sold.

Sequent Planning first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $231K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Sequent Planning reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Sequent Planning sold 1,185 Oracle shares in Q1 2026, an estimated $231K.
Sequent Planning first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
Sequent Planning's Oracle position peaked at $231K in Q4 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.