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TCFG Wealth Management’s Oracle ORCL Stock Holding History

TCFG 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 		$459K Sell
3,122
-261
-8% -$42.4K 0.17% 136
2025
Q4 		$659K Sell
3,383
-119
-3% -$28.3K 0.26% 106
2025
Q3 		$985K Sell
3,502
-18
-0.5% -$4.58K 0.39% 67
2025
Q2 		$770K Sell
3,520
-150
-4% -$24.2K 0.35% 77
2025
Q1 		$513K Buy
3,670
+73
+2% +$11.9K 0.26% 104
2024
Q4 		$599K Sell
3,597
-268
-7% -$47.6K 0.3% 82
2024
Q3 		$659K Buy
+3,865
New +$560K 0.33% 78

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

TCFG Wealth Management's ORCL Position: Q1 2026 in Review

TCFG Wealth Management reduced its Oracle (ORCL) stake by 7.7% in Q1 2026, selling an estimated $42.4K and leaving 3,122 shares worth $459K. The position accounts for 0.17% of the portfolio, ranked #136.

TCFG Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $985K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • TCFG Wealth Management held 3,122 shares of Oracle worth $459K as of Q1 2026.
  • TCFG Wealth Management sold 261 Oracle shares in Q1 2026, an estimated $42.4K.
  • Oracle made up 0.17% of TCFG Wealth Management's portfolio in Q1 2026, its #136 holding.
  • TCFG Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • TCFG Wealth Management's Oracle position peaked at $985K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.