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UP Strategic Wealth Investment Advisors’s Oracle ORCL Stock Holding History

UP Strategic Wealth Investment 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 		$204K Sell
1,047
-1,026
-49% -$167K 0.13% 93
2025
Q4 		$296K Sell
2,073
-6
-0.3% -$1.43K 0.22% 66
2025
Q3 		$631K Sell
2,079
-344
-14% -$87.6K 0.47% 35
2025
Q2 		$530K Buy
2,423
+182
+8% +$29.4K 0.41% 40
2025
Q1 		$313K Buy
2,241
+345
+18% +$56.2K 0.28% 60
2024
Q4 		$316K Buy
1,896
+550
+41% +$97.7K 0.32% 52
2024
Q3 		$229K Buy
+1,346
New +$195K 0.26% 71

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

UP Strategic Wealth Investment Advisors's ORCL Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Oracle (ORCL) stake by 49% in Q1 2026, selling an estimated $167K and leaving 1,047 shares worth $204K. The position accounts for 0.13% of the portfolio, ranked #93.

UP Strategic Wealth Investment Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $631K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,047 shares of Oracle worth $204K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 1,026 Oracle shares in Q1 2026, an estimated $167K.
  • Oracle made up 0.13% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #93 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • UP Strategic Wealth Investment Advisors's Oracle position peaked at $631K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.