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Seven Springs Wealth Group’s Oracle ORCL Stock Holding History

Seven Springs Wealth Group’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 		$297K Hold
2,019
– – 0.07% 67
2025
Q4 		$394K Sell
2,019
-216
-10% -$51.4K 0.11% 60
2025
Q3 		$629K Hold
2,235
– – 0.15% 43
2025
Q2 		$489K Sell
2,235
-100
-4% -$16.1K 0.12% 52
2025
Q1 		$326K Buy
2,335
+100
+4% +$16.3K 0.12% 62
2024
Q4 		$372K Hold
2,235
– – 0.14% 54
2024
Q3 		$381K Hold
2,235
– – 0.14% 54
2024
Q2 		$316K Hold
2,235
– – 0.12% 54
2024
Q1 		$281K Hold
2,235
– – 0.11% 57
2023
Q4 		$236K Buy
+2,235
New +$244K 0.11% 55
2023
Q3 		– Sell
-1,800
Closed -$214K – 61
2023
Q2 		$214K Buy
+1,800
New +$186K 0.1% 59
2021
Q2 		– Sell
-1,800
Closed -$126K – 122
2021
Q1 		$126K Hold
1,800
– – 0.06% 65
2020
Q4 		$116K Hold
1,800
– – 0.06% 64
2020
Q3 		$107K Hold
1,800
– – 0.07% 64
2020
Q2 		$99K Sell
1,800
-6,938
-79% -$368K 0.06% 63
2020
Q1 		$422K Buy
8,738
+6,670
+323% +$344K 0.3% 28
2019
Q4 		$110K Buy
+2,068
New +$114K 0.07% 69

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

Seven Springs Wealth Group's ORCL Position: Q1 2026 in Review

Seven Springs Wealth Group held its Oracle (ORCL) position steady in Q1 2026 at 2,019 shares worth $297K. The position accounts for 0.07% of the portfolio, ranked #67.

Seven Springs Wealth Group first reported a position in ORCL in Q4 2019 and has held it in 17 quarters since. The position peaked at $629K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Seven Springs Wealth Group held 2,019 shares of Oracle worth $297K as of Q1 2026.
  • Seven Springs Wealth Group left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.07% of Seven Springs Wealth Group's portfolio in Q1 2026, its #67 holding.
  • Seven Springs Wealth Group first reported a position in Oracle in Q4 2019 and has held it in 17 quarters since.
  • Seven Springs Wealth Group's Oracle position peaked at $629K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.