Trace Wealth Advisors’s Oracle ORCL Stock Holding History

Trace Wealth Advisors’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	-1,100	Closed	-$214K	–	73
2025 Q4	$214K	Hold	1,100	–	–	0.15%	64
2025 Q3	$309K	Hold	1,100	–	–	0.23%	54
2025 Q2	$240K	Buy	+1,100	New	+$178K	0.2%	50

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

Trace Wealth Advisors's ORCL Position: Q1 2026 in Review

Trace Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,100 shares — an estimated $214K sold.

Trace Wealth Advisors first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $309K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Trace Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Trace Wealth Advisors sold 1,100 Oracle shares in Q1 2026, an estimated $214K.
Trace Wealth Advisors first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
Trace Wealth Advisors's Oracle position peaked at $309K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Trace Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.