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Visionary Wealth Advisors’s Oracle ORCL Stock Holding History

Visionary 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 		$1.85M Sell
12,566
-21
-0.2% -$3.41K 0.08% 201
2025
Q4 		$2.45M Sell
12,587
-2,842
-18% -$677K 0.11% 176
2025
Q3 		$4.34M Buy
15,429
+105
+0.7% +$26.7K 0.2% 116
2025
Q2 		$3.35M Buy
15,324
+2,946
+24% +$476K 0.17% 136
2025
Q1 		$1.73M Buy
12,378
+661
+6% +$108K 0.1% 192
2024
Q4 		$1.95M Buy
11,717
+140
+1% +$24.9K 0.11% 173
2024
Q3 		$1.97M Sell
11,577
-432
-4% -$62.6K 0.12% 178
2024
Q2 		$1.7M Buy
12,009
+1,009
+9% +$125K 0.11% 186
2024
Q1 		$1.38M Buy
11,000
+61
+0.6% +$6.98K 0.09% 205
2023
Q4 		$1.15M Buy
10,939
+2,494
+30% +$272K 0.08% 211
2023
Q3 		$895K Buy
8,445
+588
+7% +$68.1K 0.07% 224
2023
Q2 		$936K Buy
7,857
+219
+3% +$22.6K 0.07% 214
2023
Q1 		$710K Buy
7,638
+3,245
+74% +$285K 0.06% 236
2022
Q4 		$359K Buy
4,393
+808
+23% +$61.4K 0.03% 287
2022
Q3 		$219K Sell
3,585
-69
-2% -$5.05K 0.02% 355
2022
Q2 		$255K Sell
3,654
-1,495
-29% -$109K 0.02% 351
2022
Q1 		$426K Buy
5,149
+1,239
+32% +$100K 0.03% 276
2021
Q4 		$341K Buy
3,910
+223
+6% +$20.9K 0.03% 277
2021
Q3 		$321K Buy
3,687
+224
+6% +$19.8K 0.03% 242
2021
Q2 		$270K Sell
3,463
-636
-16% -$49.8K 0.03% 283
2021
Q1 		$288K Sell
4,099
-268
-6% -$17.4K 0.03% 261
2020
Q4 		$283K Sell
4,367
-8
-0.2% -$476 0.03% 244
2020
Q3 		$261K Buy
4,375
+298
+7% +$16.9K 0.04% 207
2020
Q2 		$225K Sell
4,077
-65
-2% -$3.44K 0.03% 212
2020
Q1 		$200K Buy
+4,142
New +$214K 0.04% 188

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

Visionary Wealth Advisors's ORCL Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Oracle (ORCL) stake by 0.17% in Q1 2026, selling an estimated $3.41K and leaving 12,566 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #201.

Visionary Wealth Advisors first reported a position in ORCL in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.34M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Visionary Wealth Advisors held 12,566 shares of Oracle worth $1.85M as of Q1 2026.
  • Visionary Wealth Advisors sold 21 Oracle shares in Q1 2026, an estimated $3.41K.
  • Oracle made up 0.08% of Visionary Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • Visionary Wealth Advisors first reported a position in Oracle in Q1 2020 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's Oracle position peaked at $4.34M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.