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Ullmann Wealth Partners Group’s Oracle ORCL Stock Holding History

Ullmann Wealth Partners Group’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 		$426K Buy
2,897
+55
+2% +$8.94K 0.04% 111
2025
Q4 		$746K Buy
2,842
+13
+0.5% +$3.1K 0.08% 83
2025
Q3 		$796K Buy
2,829
+312
+12% +$79.5K 0.09% 79
2025
Q2 		$550K Buy
2,517
+171
+7% +$27.6K 0.07% 91
2025
Q1 		$328K Buy
2,346
+17
+0.7% +$2.77K 0.04% 109
2024
Q4 		$388K Buy
2,329
+628
+37% +$112K 0.05% 101
2024
Q3 		$290K Sell
1,701
-236
-12% -$34.2K 0.04% 112
2024
Q2 		$274K Buy
+1,937
New +$241K 0.04% 95

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

Ullmann Wealth Partners Group's ORCL Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Oracle (ORCL) stake by 1.9% in Q1 2026, buying an estimated $8.94K and bringing the position to 2,897 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #111.

Ullmann Wealth Partners Group first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $796K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Ullmann Wealth Partners Group held 2,897 shares of Oracle worth $426K as of Q1 2026.
  • Ullmann Wealth Partners Group bought 55 Oracle shares in Q1 2026, an estimated $8.94K.
  • Oracle made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #111 holding.
  • Ullmann Wealth Partners Group first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Ullmann Wealth Partners Group's Oracle position peaked at $796K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.