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Strategies Wealth Advisors’s Oracle ORCL Stock Holding History

Strategies Wealth Advisors’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 		$211K Buy
1,433
+35
+3% +$5.69K 0.02% 181
2025
Q4 		$272K Buy
1,398
+232
+20% +$55.2K 0.03% 155
2025
Q3 		$328K Buy
1,166
+23
+2% +$5.86K 0.03% 139
2025
Q2 		$250K Buy
+1,143
New +$185K 0.03% 160

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

Strategies Wealth Advisors's ORCL Position: Q1 2026 in Review

Strategies Wealth Advisors increased its Oracle (ORCL) stake by 2.5% in Q1 2026, buying an estimated $5.69K and bringing the position to 1,433 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #181.

Strategies Wealth Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $328K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strategies Wealth Advisors held 1,433 shares of Oracle worth $211K as of Q1 2026.
  • Strategies Wealth Advisors bought 35 Oracle shares in Q1 2026, an estimated $5.69K.
  • Oracle made up 0.02% of Strategies Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Strategies Wealth Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Strategies Wealth Advisors's Oracle position peaked at $328K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.