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Tower View Wealth Management’s Oracle ORCL Stock Holding History

Tower View 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 		$1.19M Sell
8,116
-12
-0.1% -$1.95K 0.61% 44
2025
Q4 		$1.58M Buy
8,128
+7,232
+807% +$1.72M 0.78% 36
2025
Q3 		$252K Hold
896
– – 0.13% 48
2025
Q2 		$196K Buy
+896
New +$145K 0.1% 62
2018
Q1 		– Sell
-186
Closed -$9K – 144
2017
Q4 		$9K Buy
+186
New +$9.12K 0.01% 124

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

Tower View Wealth Management's ORCL Position: Q1 2026 in Review

Tower View Wealth Management reduced its Oracle (ORCL) stake by 0.15% in Q1 2026, selling an estimated $1.95K and leaving 8,116 shares worth $1.19M. The position accounts for 0.61% of the portfolio, ranked #44.

Tower View Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tower View Wealth Management held 8,116 shares of Oracle worth $1.19M as of Q1 2026.
  • Tower View Wealth Management sold 12 Oracle shares in Q1 2026, an estimated $1.95K.
  • Oracle made up 0.61% of Tower View Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Tower View Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 5 quarters since.
  • Tower View Wealth Management's Oracle position peaked at $1.58M in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.