Tulsa Wealth Advisors’s Oracle ORCL Stock Holding History

Tulsa 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	-2,238	Closed	-$436K	–	170
2025 Q4	$436K	Buy	+2,238	New	+$533K	0.15%	78

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Tulsa Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,238 shares — an estimated $436K sold.

Tulsa Wealth Advisors first reported a position in ORCL in Q4 2025 and held it in 1 quarter. The position peaked at $436K in Q4 2025. 3,498 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Tulsa Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Tulsa Wealth Advisors sold 2,238 Oracle shares in Q1 2026, an estimated $436K.
Tulsa Wealth Advisors first reported a position in Oracle in Q4 2025 and held it in 1 quarter.
Tulsa Wealth Advisors's Oracle position peaked at $436K in Q4 2025.
3,498 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.