The Wealth Group’s Oracle ORCL Stock Holding History

The Wealth Group’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	-1,300	Closed	-$253K	–	93
2025 Q4	$253K	Sell	1,300 -166	-11%	-$39.5K	0.06%	70
2025 Q3	$412K	Buy	1,466 +166	+13%	+$42.3K	0.1%	59
2025 Q2	$284K	Buy	+1,300	New	+$210K	0.07%	61
2025 Q1	–	Sell	-1,300	Closed	-$217K	–	67
2024 Q4	$217K	Hold	1,300	–	–	0.06%	58
2024 Q3	$222K	Buy	+1,300	New	+$188K	0.06%	57

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

The Wealth Group's ORCL Position: Q1 2026 in Review

The Wealth Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,300 shares — an estimated $253K sold.

The Wealth Group first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $412K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

The Wealth Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
The Wealth Group sold 1,300 Oracle shares in Q1 2026, an estimated $253K.
The Wealth Group first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
The Wealth Group's Oracle position peaked at $412K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on The Wealth Group's 13F filing for Q1 2026, filed 10 Apr 2026.