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Strait & Sound Wealth Management’s Oracle ORCL Stock Holding History

Strait & Sound 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 		$2.17M Buy
14,743
+3,230
+28% +$525K 0.81% 29
2025
Q4 		$2.24M Buy
11,513
+1,550
+16% +$369K 0.84% 27
2025
Q3 		$2.8M Sell
9,963
-1,048
-10% -$267K 1.08% 22
2025
Q2 		$2.41M Buy
11,011
+905
+9% +$146K 1.02% 22
2025
Q1 		$1.41M Buy
10,106
+5,447
+117% +$887K 0.66% 31
2024
Q4 		$776K Sell
4,659
-100
-2% -$17.8K 0.36% 53
2024
Q3 		$811K Sell
4,759
-317
-6% -$45.9K 0.39% 44
2024
Q2 		$717K Sell
5,076
-109
-2% -$13.5K 0.37% 50
2024
Q1 		$639K Sell
5,185
-366
-7% -$41.9K 0.36% 46
2023
Q4 		$591K Buy
5,551
+900
+19% +$98.2K 0.37% 46
2023
Q3 		$493K Buy
4,651
+1
+0% +$116 0.42% 53
2023
Q2 		$554K Sell
4,650
-2,574
-36% -$266K 0.55% 41
2023
Q1 		$671K Sell
7,224
-12
-0.2% -$1.05K 0.67% 37
2022
Q4 		$641K Buy
+7,236
New +$550K 0.7% 35

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

Strait & Sound Wealth Management's ORCL Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Oracle (ORCL) stake by 28% in Q1 2026, buying an estimated $525K and bringing the position to 14,743 shares worth $2.17M. The position accounts for 0.81% of the portfolio, ranked #29.

Strait & Sound Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.8M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strait & Sound Wealth Management held 14,743 shares of Oracle worth $2.17M as of Q1 2026.
  • Strait & Sound Wealth Management bought 3,230 Oracle shares in Q1 2026, an estimated $525K.
  • Oracle made up 0.81% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Strait & Sound Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Strait & Sound Wealth Management's Oracle position peaked at $2.8M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.