Silver Oak Wealth Advisors Services’s Oracle ORCL Stock Holding History

Silver Oak Wealth Advisors Services’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	$229K	Hold	1,556	–	–	0.15%	35
2025 Q4	$303K	Buy	1,556 +356	+30%	+$84.8K	0.2%	30
2025 Q3	$337K	Sell	1,200 -6	-0.5%	-$1.53K	0.22%	30
2025 Q2	$264K	Buy	+1,206	New	+$195K	0.19%	33
2025 Q1	–	Sell	-1,200	Closed	-$278K	–	37
2024 Q4	$278K	Buy	+1,200	New	+$213K	0.24%	34

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

Silver Oak Wealth Advisors Services's ORCL Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services held its Oracle (ORCL) position steady in Q1 2026 at 1,556 shares worth $229K. The position accounts for 0.15% of the portfolio, ranked #35.

Silver Oak Wealth Advisors Services first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $337K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Silver Oak Wealth Advisors Services held 1,556 shares of Oracle worth $229K as of Q1 2026.
Silver Oak Wealth Advisors Services left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.15% of Silver Oak Wealth Advisors Services's portfolio in Q1 2026, its #35 holding.
Silver Oak Wealth Advisors Services first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
Silver Oak Wealth Advisors Services's Oracle position peaked at $337K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.