TMWM
ORCL icon

Taylor & Morgan Wealth Management’s Oracle ORCL Stock Holding History

Taylor & Morgan 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
-1,153
Closed -$225K – 82
2025
Q4 		$225K Hold
1,153
– – 0.13% 76
2025
Q3 		$324K Buy
1,153
+60
+5% +$15.3K 0.2% 55
2025
Q2 		$239K Buy
+1,093
New +$176K 0.16% 64

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

Taylor & Morgan Wealth Management's ORCL Position: Q1 2026 in Review

Taylor & Morgan Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,153 shares — an estimated $225K sold.

Taylor & Morgan Wealth Management first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Taylor & Morgan Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Taylor & Morgan Wealth Management sold 1,153 Oracle shares in Q1 2026, an estimated $225K.
  • Taylor & Morgan Wealth Management first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Taylor & Morgan Wealth Management's Oracle position peaked at $324K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.