TWM
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Tradition Wealth Management’s Oracle ORCL Stock Holding History

Tradition 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 		$827K Buy
5,624
+173
+3% +$28.1K 0.06% 217
2025
Q4 		$1.06M Buy
5,451
+70
+1% +$16.7K 0.08% 183
2025
Q3 		$1.51M Buy
5,381
+137
+3% +$34.9K 0.11% 154
2025
Q2 		$1.15M Sell
5,244
-65
-1% -$10.5K 0.09% 166
2025
Q1 		$742K Sell
5,309
-117
-2% -$19K 0.07% 201
2024
Q4 		$904K Buy
5,426
+327
+6% +$58.1K 0.08% 181
2024
Q3 		$869K Buy
5,099
+97
+2% +$14.1K 0.08% 177
2024
Q2 		$706K Buy
5,002
+265
+6% +$32.9K 0.07% 184
2024
Q1 		$595K Sell
4,737
-20
-0.4% -$2.29K 0.06% 195
2023
Q4 		$502K Sell
4,757
-244
-5% -$26.6K 0.05% 190
2023
Q3 		$530K Sell
5,001
-170
-3% -$19.7K 0.06% 168
2023
Q2 		$616K Buy
5,171
+290
+6% +$30K 0.07% 155
2023
Q1 		$454K Buy
4,881
+747
+18% +$65.5K 0.06% 184
2022
Q4 		$338K Buy
4,134
+16
+0.4% +$1.22K 0.05% 206
2022
Q3 		$252K Buy
4,118
+16
+0.4% +$1.17K 0.04% 231
2022
Q2 		$287K Buy
4,102
+5
+0.1% +$366 0.04% 224
2022
Q1 		$339K Buy
4,097
+1,606
+64% +$130K 0.04% 235
2021
Q4 		$217K Buy
2,491
+504
+25% +$47.3K 0.03% 291
2021
Q3 		$173K Buy
1,987
+5
+0.3% +$442 0.02% 293
2021
Q2 		$154K Buy
1,982
+6
+0.3% +$470 0.02% 324
2021
Q1 		$139K Buy
1,976
+113
+6% +$7.32K 0.02% 284
2020
Q4 		$121K Buy
+1,863
New +$111K 0.02% 281

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

Tradition Wealth Management's ORCL Position: Q1 2026 in Review

Tradition Wealth Management increased its Oracle (ORCL) stake by 3.2% in Q1 2026, buying an estimated $28.1K and bringing the position to 5,624 shares worth $827K. The position accounts for 0.06% of the portfolio, ranked #217.

Tradition Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.51M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tradition Wealth Management held 5,624 shares of Oracle worth $827K as of Q1 2026.
  • Tradition Wealth Management bought 173 Oracle shares in Q1 2026, an estimated $28.1K.
  • Oracle made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Tradition Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Oracle position peaked at $1.51M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.