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Triad Wealth Partners’s Oracle ORCL Stock Holding History

Triad Wealth Partners’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 		$718K Buy
4,881
+345
+8% +$56.1K 0.06% 214
2025
Q4 		$884K Buy
4,536
+336
+8% +$80K 0.08% 171
2025
Q3 		$1.18M Buy
4,200
+528
+14% +$134K 0.15% 104
2025
Q2 		$803K Buy
3,672
+1,264
+52% +$204K 0.16% 102
2025
Q1 		$337K Buy
2,408
+753
+45% +$123K 0.1% 145
2024
Q4 		$276K Buy
+1,655
New +$294K 0.1% 147
2024
Q3 		– Sell
-991
Closed -$140K – 634
2024
Q2 		$140K Buy
+991
New +$123K 0.07% 120

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

Triad Wealth Partners's ORCL Position: Q1 2026 in Review

Triad Wealth Partners increased its Oracle (ORCL) stake by 7.6% in Q1 2026, buying an estimated $56.1K and bringing the position to 4,881 shares worth $718K. The position accounts for 0.06% of the portfolio, ranked #214.

Triad Wealth Partners first reported a position in ORCL in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Triad Wealth Partners held 4,881 shares of Oracle worth $718K as of Q1 2026.
  • Triad Wealth Partners bought 345 Oracle shares in Q1 2026, an estimated $56.1K.
  • Oracle made up 0.06% of Triad Wealth Partners's portfolio in Q1 2026, its #214 holding.
  • Triad Wealth Partners first reported a position in Oracle in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's Oracle position peaked at $1.18M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.