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ORCL icon

ViaWealth’s Oracle ORCL Stock Holding History

ViaWealth’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 		$1.52M Buy
10,336
+3,937
+62% +$640K 0.85% 33
2025
Q4 		$1.25M Buy
6,399
+748
+13% +$178K 0.7% 38
2025
Q3 		$1.59M Buy
5,651
+69
+1% +$17.6K 0.87% 32
2025
Q2 		$1.22M Buy
5,582
+359
+7% +$58K 0.72% 42
2025
Q1 		$730K Buy
5,223
+1,427
+38% +$232K 0.45% 68
2024
Q4 		$633K Sell
3,796
-47
-1% -$8.35K 0.38% 81
2024
Q3 		$655K Buy
3,843
+3
+0.1% +$435 0.38% 82
2024
Q2 		$542K Buy
3,840
+352
+10% +$43.7K 0.34% 93
2024
Q1 		$438K Buy
3,488
+563
+19% +$64.4K 0.27% 111
2023
Q4 		$308K Buy
2,925
+925
+46% +$101K 0.21% 128
2023
Q3 		$212K Hold
2,000
– – 0.16% 149
2023
Q2 		$238K Buy
+2,000
New +$207K 0.18% 138

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

ViaWealth's ORCL Position: Q1 2026 in Review

ViaWealth increased its Oracle (ORCL) stake by 62% in Q1 2026, buying an estimated $640K and bringing the position to 10,336 shares worth $1.52M. The position accounts for 0.85% of the portfolio, ranked #33.

ViaWealth first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • ViaWealth held 10,336 shares of Oracle worth $1.52M as of Q1 2026.
  • ViaWealth bought 3,937 Oracle shares in Q1 2026, an estimated $640K.
  • Oracle made up 0.85% of ViaWealth's portfolio in Q1 2026, its #33 holding.
  • ViaWealth first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • ViaWealth's Oracle position peaked at $1.59M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.