Stapp Wealth Management’s Oracle ORCL Stock Holding History

Stapp 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	–	Sell	-1,335	Closed	-$260K	–	33
2025 Q4	$260K	Hold	1,335	–	–	0.34%	28
2025 Q3	$375K	Hold	1,335	–	–	0.5%	22
2025 Q2	$292K	Buy	+1,335	New	+$216K	0.42%	25
2025 Q1	–	Sell	-1,335	Closed	-$222K	–	27
2024 Q4	$222K	Hold	1,335	–	–	0.35%	23
2024 Q3	$227K	Buy	+1,335	New	+$193K	0.37%	22
2022 Q4	–	Sell	-1,335	Closed	-$82K	–	83
2022 Q3	$82K	Buy	+1,335	New	+$97.7K	0.24%	24

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

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

Stapp Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,335 shares — an estimated $260K sold.

Stapp Wealth Management first reported a position in ORCL in Q3 2022 and held it in 6 quarters. The position peaked at $375K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Stapp Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Stapp Wealth Management sold 1,335 Oracle shares in Q1 2026, an estimated $260K.
Stapp Wealth Management first reported a position in Oracle in Q3 2022 and held it in 6 quarters.
Stapp Wealth Management's Oracle position peaked at $375K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stapp Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.