TD Private Client Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.72M Buy
11,719
+561
+5% +$91.2K 0.04% 273
2025
Q4
$2.17M Sell
11,158
-1,461
-12% -$348K 0.05% 240
2025
Q3
$3.55M Sell
12,619
-2,490
-16% -$634K 0.08% 175
2025
Q2
$3.3M Sell
15,109
-672
-4% -$109K 0.08% 176
2025
Q1
$2.21M Sell
15,781
-2,703
-15% -$440K 0.06% 207
2024
Q4
$3.08M Sell
18,484
-2,271
-11% -$403K 0.09% 168
2024
Q3
$3.54M Sell
20,755
-1,217
-6% -$176K 0.1% 157
2024
Q2
$3.1M Buy
21,972
+510
+2% +$63.3K 0.1% 150
2024
Q1
$2.7M Buy
21,462
+1,921
+10% +$220K 0.09% 184
2023
Q4
$2.06M Buy
19,541
+6,522
+50% +$712K 0.07% 213
2023
Q3
$1.38M Sell
13,019
-1,147
-8% -$133K 0.06% 270
2023
Q2
$1.69M Sell
14,166
-514
-4% -$53.1K 0.07% 245
2023
Q1
$1.36M Buy
14,680
+4,013
+38% +$352K 0.06% 277
2022
Q4
$872K Sell
10,667
-1,801
-14% -$137K 0.04% 344
2022
Q3
$761K Buy
12,468
+162
+1% +$11.9K 0.04% 348
2022
Q2
$860K Sell
12,306
-322
-3% -$23.6K 0.04% 339
2022
Q1
$1.04M Buy
12,628
+1,081
+9% +$87.5K 0.04% 330
2021
Q4
$1.01M Sell
11,547
-5,981
-34% -$562K 0.04% 338
2021
Q3
$1.53M Sell
17,528
-5,270
-23% -$465K 0.07% 277
2021
Q2
$1.77M Sell
22,798
-1,584
-6% -$124K 0.08% 258
2021
Q1
$1.71M Sell
24,382
-1,071
-4% -$69.3K 0.08% 254
2020
Q4
$1.65M Sell
25,453
-5,300
-17% -$316K 0.08% 242
2020
Q3
$1.84M Sell
30,753
-9,007
-23% -$512K 0.1% 205
2020
Q2
$2.2M Sell
39,760
-10,432
-21% -$553K 0.13% 171
2020
Q1
$2.43M Sell
50,192
-16,802
-25% -$867K 0.17% 124
2019
Q4
$3.55M Buy
+66,994
New +$3.69M 0.21% 121

Other funds holding ORCL

TD Private Client Wealth's ORCL Position: Q1 2026 in Review

TD Private Client Wealth increased its Oracle (ORCL) stake by 5% in Q1 2026, buying an estimated $91.2K and bringing the position to 11,719 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #273.

TD Private Client Wealth first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.55M in Q4 2019. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • TD Private Client Wealth held 11,719 shares of Oracle worth $1.72M as of Q1 2026.
  • TD Private Client Wealth bought 561 Oracle shares in Q1 2026, an estimated $91.2K.
  • Oracle made up 0.04% of TD Private Client Wealth's portfolio in Q1 2026, its #273 holding.
  • TD Private Client Wealth first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Oracle position peaked at $3.55M in Q4 2019.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.