Talisman Wealth Advisors’s Oracle ORCL Stock Holding History

Talisman 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	$266K	Sell	1,805 -1,166	-39%	-$190K	0.21%	79
2025 Q4	$583K	Sell	2,971 -116	-4%	-$27.6K	0.45%	52
2025 Q3	$868K	Buy	3,087 +1	+0%	+$255	0.72%	40
2025 Q2	$675K	Buy	3,086 +59	+2%	+$9.53K	0.62%	43
2025 Q1	$423K	Buy	3,027 +2	+0.1%	+$326	0.43%	57
2024 Q4	$504K	Buy	3,025 +13	+0.4%	+$2.31K	0.53%	49
2024 Q3	$511K	Buy	3,012 +25	+0.8%	+$3.62K	0.54%	49
2024 Q2	$422K	Sell	2,987 -3	-0.1%	-$373	0.49%	55
2024 Q1	$376K	Buy	2,990 +4	+0.1%	+$458	0.47%	57
2023 Q4	$315K	Buy	+2,986	New	+$326K	0.47%	63

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

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

Talisman Wealth Advisors reduced its Oracle (ORCL) stake by 39% in Q1 2026, selling an estimated $190K and leaving 1,805 shares worth $266K. The position accounts for 0.21% of the portfolio, ranked #79.

Talisman Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $868K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Talisman Wealth Advisors held 1,805 shares of Oracle worth $266K as of Q1 2026.
Talisman Wealth Advisors sold 1,166 Oracle shares in Q1 2026, an estimated $190K.
Oracle made up 0.21% of Talisman Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Talisman Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Talisman Wealth Advisors's Oracle position peaked at $868K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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