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Talon Private Wealth’s Oracle ORCL Stock Holding History

Talon Private 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 		$626K Buy
+4,254
New +$691K 0.08% 133
2025
Q2 		$1.07M Buy
4,901
+58
+1% +$9.37K 0.15% 93
2025
Q1 		$677K Buy
4,843
+4,827
+30,169% +$786K 0.09% 114
2024
Q4 		$2.67K Hold
16
– – ﹤0.01% 255
2024
Q3 		$2.73K Buy
+16
New +$2.32K ﹤0.01% 254

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

Talon Private Wealth's ORCL Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Oracle (ORCL) in Q1 2026: 4,254 shares worth $626K. The stake represents 0.08% of the portfolio and ranks #133 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in ORCL as recently as Q2 2025.

Talon Private Wealth first reported a position in ORCL in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Talon Private Wealth held 4,254 shares of Oracle worth $626K as of Q1 2026.
  • Oracle was a new Talon Private Wealth position in Q1 2026.
  • Oracle made up 0.08% of Talon Private Wealth's portfolio in Q1 2026, its #133 holding.
  • Talon Private Wealth first reported a position in Oracle in Q3 2024 and has held it in 5 quarters since.
  • Talon Private Wealth's Oracle position peaked at $1.07M in Q2 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.