SkyOak Wealth’s Oracle ORCL Stock Holding History

SkyOak 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	$544K	Buy	3,700 +1,000	+37%	+$163K	0.1%	124
2025 Q4	$526K	Buy	+2,700	New	+$643K	0.09%	127

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

SkyOak Wealth's ORCL Position: Q1 2026 in Review

SkyOak Wealth increased its Oracle (ORCL) stake by 37% in Q1 2026, buying an estimated $163K and bringing the position to 3,700 shares worth $544K. The position accounts for 0.1% of the portfolio, ranked #124.

SkyOak Wealth first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

SkyOak Wealth held 3,700 shares of Oracle worth $544K as of Q1 2026.
SkyOak Wealth bought 1,000 Oracle shares in Q1 2026, an estimated $163K.
Oracle made up 0.1% of SkyOak Wealth's portfolio in Q1 2026, its #124 holding.
SkyOak Wealth first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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