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Twin Peaks Wealth Advisors’s Oracle ORCL Stock Holding History

Twin Peaks 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 		$343K Sell
2,335
-305
-12% -$49.6K 0.09% 128
2025
Q4 		$413K Buy
2,640
+447
+20% +$106K 0.12% 117
2025
Q3 		$617K Buy
2,193
+139
+7% +$35.4K 0.21% 84
2025
Q2 		$521K Buy
2,054
+197
+11% +$31.8K 0.17% 92
2025
Q1 		$249K Buy
1,857
+371
+25% +$60.4K 0.11% 117
2024
Q4 		$248K Buy
1,486
+74
+5% +$13.1K 0.1% 122
2024
Q3 		$241K Buy
+1,412
New +$205K 0.11% 114

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

Twin Peaks Wealth Advisors reduced its Oracle (ORCL) stake by 12% in Q1 2026, selling an estimated $49.6K and leaving 2,335 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #128.

Twin Peaks Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $617K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2,335 shares of Oracle worth $343K as of Q1 2026.
  • Twin Peaks Wealth Advisors sold 305 Oracle shares in Q1 2026, an estimated $49.6K.
  • Oracle made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #128 holding.
  • Twin Peaks Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Twin Peaks Wealth Advisors's Oracle position peaked at $617K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.