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SHP Wealth Management’s Oracle ORCL Stock Holding History

SHP 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 		$317K Sell
2,152
-134
-6% -$21.8K 0.02% 196
2025
Q4 		$446K Buy
+2,286
New +$544K 0.03% 160

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management reduced its Oracle (ORCL) stake by 5.9% in Q1 2026, selling an estimated $21.8K and leaving 2,152 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #196.

SHP Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. The position peaked at $446K in Q4 2025. 3,486 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SHP Wealth Management held 2,152 shares of Oracle worth $317K as of Q1 2026.
  • SHP Wealth Management sold 134 Oracle shares in Q1 2026, an estimated $21.8K.
  • Oracle made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #196 holding.
  • SHP Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Oracle position peaked at $446K in Q4 2025.
  • 3,486 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.