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Total Wealth Planning & Management’s Oracle ORCL Stock Holding History

Total Wealth Planning & 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
-1,040
Closed -$203K – 231
2025
Q4 		$203K Buy
+1,040
New +$248K 0.15% 195

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

Total Wealth Planning & Management's ORCL Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,040 shares — an estimated $203K sold.

Total Wealth Planning & Management first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,040 Oracle shares in Q1 2026, an estimated $203K.
  • Total Wealth Planning & Management first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Oracle position peaked at $203K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.