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Simplicity Wealth’s Oracle ORCL Stock Holding History

Simplicity Wealth’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 		$4.34M Buy
29,471
+4,121
+16% +$670K 0.25% 89
2025
Q4 		$4.94M Sell
25,350
-12,899
-34% -$3.07M 0.29% 75
2025
Q3 		$10.8M Sell
38,249
-11,109
-23% -$2.83M 0.62% 26
2025
Q2 		$10.8M Buy
49,358
+23,668
+92% +$3.82M 0.45% 45
2025
Q1 		$3.59M Buy
25,690
+19,090
+289% +$3.11M 0.28% 85
2024
Q4 		$1.1M Sell
6,600
-5,146
-44% -$914K 0.23% 83
2024
Q3 		$2M Sell
11,746
-37,121
-76% -$5.38M 0.19% 113
2024
Q2 		$6.9M Buy
48,867
+1,307
+3% +$162K 0.16% 136
2024
Q1 		$5.97M Buy
+47,560
New +$5.44M 0.14% 147

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

Simplicity Wealth's ORCL Position: Q1 2026 in Review

Simplicity Wealth increased its Oracle (ORCL) stake by 16% in Q1 2026, buying an estimated $670K and bringing the position to 29,471 shares worth $4.34M. The position accounts for 0.25% of the portfolio, ranked #89.

Simplicity Wealth first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.8M in Q2 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Simplicity Wealth held 29,471 shares of Oracle worth $4.34M as of Q1 2026.
  • Simplicity Wealth bought 4,121 Oracle shares in Q1 2026, an estimated $670K.
  • Oracle made up 0.25% of Simplicity Wealth's portfolio in Q1 2026, its #89 holding.
  • Simplicity Wealth first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Simplicity Wealth's Oracle position peaked at $10.8M in Q2 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.