TritonPoint Wealth’s Oracle ORCL Stock Holding History

TritonPoint Wealth’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	$3.16M	Sell	21,473 -858	-4%	-$139K	0.34%	72
2025 Q4	$4.35M	Sell	22,331 -10,967	-33%	-$2.61M	0.44%	55
2025 Q3	$9.36M	Sell	33,298 -11,389	-25%	-$2.9M	0.8%	31
2025 Q2	$9.77M	Sell	44,687 -1,874	-4%	-$303K	0.9%	27
2025 Q1	$6.51M	Sell	46,561 -100	-0.2%	-$16.3K	0.62%	43
2024 Q4	$7.78M	Sell	46,661 -1,404	-3%	-$249K	0.7%	36
2024 Q3	$8.11M	Buy	48,065 +7,142	+17%	+$1.03M	0.74%	36
2024 Q2	$5.78M	Buy	40,923 +25,686	+169%	+$3.19M	0.56%	52
2024 Q1	$1.66M	Sell	15,237 -1,139	-7%	-$130K	0.17%	118
2023 Q4	$1.73M	Buy	+16,376	New	+$1.79M	0.17%	121

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

TritonPoint Wealth's ORCL Position: Q1 2026 in Review

TritonPoint Wealth reduced its Oracle (ORCL) stake by 3.8% in Q1 2026, selling an estimated $139K and leaving 21,473 shares worth $3.16M. The position accounts for 0.34% of the portfolio, ranked #72.

TritonPoint Wealth first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.77M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

TritonPoint Wealth held 21,473 shares of Oracle worth $3.16M as of Q1 2026.
TritonPoint Wealth sold 858 Oracle shares in Q1 2026, an estimated $139K.
Oracle made up 0.34% of TritonPoint Wealth's portfolio in Q1 2026, its #72 holding.
TritonPoint Wealth first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Oracle position peaked at $9.77M in Q2 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.