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SMART Wealth’s Oracle ORCL Stock Holding History

SMART 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 		– Sell
-1,048
Closed -$204K – 224
2025
Q4 		$204K Sell
1,048
-201
-16% -$47.9K 0.06% 185
2025
Q3 		$351K Buy
1,249
+155
+14% +$39.5K 0.13% 109
2025
Q2 		$239K Sell
1,094
-10,396
-90% -$1.68M 0.08% 152
2025
Q1 		$1.61M Buy
11,490
+2,716
+31% +$442K 0.58% 53
2024
Q4 		$1.46M Buy
8,774
+4,163
+90% +$740K 0.52% 60
2024
Q3 		$786K Buy
+4,611
New +$668K 0.31% 73

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

SMART Wealth's ORCL Position: Q1 2026 in Review

SMART Wealth sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,048 shares — an estimated $204K sold.

SMART Wealth first reported a position in ORCL in Q3 2024 and held it in 6 quarters. The position peaked at $1.61M in Q1 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SMART Wealth reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 1,048 Oracle shares in Q1 2026, an estimated $204K.
  • SMART Wealth first reported a position in Oracle in Q3 2024 and held it in 6 quarters.
  • SMART Wealth's Oracle position peaked at $1.61M in Q1 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.