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Twin City Private Wealth’s Oracle ORCL Stock Holding History

Twin City Private 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 		$477K Sell
3,245
-994
-23% -$162K 0.36% 79
2025
Q4 		$826K Buy
4,239
+1,236
+41% +$294K 0.62% 67
2025
Q3 		$845K Sell
3,003
-2,385
-44% -$607K 0.66% 62
2025
Q2 		$1.18M Sell
5,388
-1,933
-26% -$312K 0.96% 37
2025
Q1 		$1.02M Sell
7,321
-3,202
-30% -$521K 0.9% 43
2024
Q4 		$1.75M Sell
10,523
-325
-3% -$57.7K 1.55% 23
2024
Q3 		$1.85M Buy
10,848
+482
+5% +$69.8K 1.6% 23
2024
Q2 		$1.46M Buy
10,366
+320
+3% +$39.7K 1.38% 34
2024
Q1 		$1.26M Buy
+10,046
New +$1.15M 1.24% 37

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

Twin City Private Wealth's ORCL Position: Q1 2026 in Review

Twin City Private Wealth reduced its Oracle (ORCL) stake by 23% in Q1 2026, selling an estimated $162K and leaving 3,245 shares worth $477K. The position accounts for 0.36% of the portfolio, ranked #79.

Twin City Private Wealth first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Twin City Private Wealth held 3,245 shares of Oracle worth $477K as of Q1 2026.
  • Twin City Private Wealth sold 994 Oracle shares in Q1 2026, an estimated $162K.
  • Oracle made up 0.36% of Twin City Private Wealth's portfolio in Q1 2026, its #79 holding.
  • Twin City Private Wealth first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Twin City Private Wealth's Oracle position peaked at $1.85M in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.