USCWA
ORCL icon

U.S. Capital Wealth Advisors’s Oracle ORCL Stock Holding History

U.S. Capital 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 		$7.2M Buy
48,932
+6,316
+15% +$1.03M 0.18% 134
2025
Q4 		$8.31M Buy
42,616
+5,692
+15% +$1.36M 0.22% 116
2025
Q3 		$10.4M Sell
36,924
-2,189
-6% -$557K 0.28% 90
2025
Q2 		$8.55M Sell
39,113
-38,128
-49% -$6.16M 0.25% 106
2025
Q1 		$10.8M Buy
77,241
+7,284
+10% +$1.19M 0.33% 66
2024
Q4 		$11.7M Buy
69,957
+43,703
+166% +$7.76M 0.36% 57
2024
Q3 		$4.47M Buy
26,254
+1,735
+7% +$251K 0.16% 139
2024
Q2 		$3.46M Sell
24,519
-2,577
-10% -$320K 0.13% 154
2024
Q1 		$3.4M Sell
27,096
-10,608
-28% -$1.21M 0.13% 157
2023
Q4 		$3.98M Sell
37,704
-5,514
-13% -$602K 0.16% 138
2023
Q3 		$4.58M Sell
43,218
-31,083
-42% -$3.6M 0.21% 108
2023
Q2 		$8.85M Sell
74,301
-41,193
-36% -$4.26M 0.42% 55
2023
Q1 		$10.7M Sell
115,494
-2,829
-2% -$248K 0.5% 38
2022
Q4 		$9.67M Buy
118,323
+351
+0.3% +$26.7K 0.45% 40
2022
Q3 		$7.21M Buy
117,972
+4,131
+4% +$302K 0.36% 53
2022
Q2 		$7.95M Buy
113,841
+7,053
+7% +$516K 0.35% 61
2022
Q1 		$8.84M Buy
106,788
+10,340
+11% +$837K 0.32% 63
2021
Q4 		$8.41M Buy
96,448
+96
+0.1% +$9.01K 0.33% 69
2021
Q3 		$8.39M Buy
+96,352
New +$8.51M 0.36% 63

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

U.S. Capital Wealth Advisors's ORCL Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $1.03M and bringing the position to 48,932 shares worth $7.2M. The position accounts for 0.18% of the portfolio, ranked #134.

U.S. Capital Wealth Advisors first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q4 2024. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • U.S. Capital Wealth Advisors held 48,932 shares of Oracle worth $7.2M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 6,316 Oracle shares in Q1 2026, an estimated $1.03M.
  • Oracle made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #134 holding.
  • U.S. Capital Wealth Advisors first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Oracle position peaked at $11.7M in Q4 2024.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.