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Shepherd Wealth Management’s Oracle ORCL Stock Holding History

Shepherd 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 		$207K Buy
+1,135
New +$184K 0.16% 50

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

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

Shepherd Wealth Management opened a new position in Oracle (ORCL) in Q1 2026: 1,135 shares worth $207K. The stake represents 0.16% of the portfolio and ranks #50 among its holdings.

3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Shepherd Wealth Management held 1,135 shares of Oracle worth $207K as of Q1 2026.
  • Oracle was a new Shepherd Wealth Management position in Q1 2026.
  • Oracle made up 0.16% of Shepherd Wealth Management's portfolio in Q1 2026, its #50 holding.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.