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SFG Wealth Management’s Oracle ORCL Stock Holding History

SFG 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 		– Sell
-1,051
Closed -$205K – 123
2025
Q4 		$205K Hold
1,051
– – 0.08% 128
2025
Q3 		$296K Buy
1,051
+22
+2% +$5.6K 0.13% 113
2025
Q2 		$225K Buy
+1,029
New +$166K 0.14% 77
2025
Q1 		– Sell
-1,562
Closed -$260K – 127
2024
Q4 		$260K Sell
1,562
-1
-0.1% -$178 0.14% 82
2024
Q3 		$266K Buy
+1,563
New +$226K 0.14% 78

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SFG Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,051 shares — an estimated $205K sold.

SFG Wealth Management first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $296K in Q3 2025. 3,496 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SFG Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 1,051 Oracle shares in Q1 2026, an estimated $205K.
  • SFG Wealth Management first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • SFG Wealth Management's Oracle position peaked at $296K in Q3 2025.
  • 3,496 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.