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Uniting Wealth Partners’s Oracle ORCL Stock Holding History

Uniting Wealth Partners’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 		$1.13M Buy
7,676
+1,509
+24% +$245K 0.24% 66
2025
Q4 		$1.2M Buy
6,167
+4,222
+217% +$1.01M 0.37% 47
2025
Q3 		$547K Buy
1,945
+584
+43% +$149K 0.13% 91
2025
Q2 		$298K Buy
+1,361
New +$220K 0.12% 86
2025
Q1 		– Sell
-1,361
Closed -$227K – 124
2024
Q4 		$227K Buy
+1,361
New +$242K 0.11% 88

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

Uniting Wealth Partners's ORCL Position: Q1 2026 in Review

Uniting Wealth Partners increased its Oracle (ORCL) stake by 24% in Q1 2026, buying an estimated $245K and bringing the position to 7,676 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #66.

Uniting Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Uniting Wealth Partners held 7,676 shares of Oracle worth $1.13M as of Q1 2026.
  • Uniting Wealth Partners bought 1,509 Oracle shares in Q1 2026, an estimated $245K.
  • Oracle made up 0.24% of Uniting Wealth Partners's portfolio in Q1 2026, its #66 holding.
  • Uniting Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Uniting Wealth Partners's Oracle position peaked at $1.2M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Uniting Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.