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Wealth Advisors of Iowa’s Oracle ORCL Stock Holding History

Wealth Advisors of Iowa’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 		– Sell
-1,065
Closed -$208K – 91
2025
Q4 		$208K Hold
1,065
– – 0.07% 80
2025
Q3 		$300K Hold
1,065
– – 0.1% 62
2025
Q2 		$233K Buy
+1,065
New +$172K 0.09% 65

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Advisors of Iowa's ORCL Position: Q1 2026 in Review

Wealth Advisors of Iowa sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,065 shares — an estimated $208K sold.

Wealth Advisors of Iowa first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $300K in Q3 2025. 3,496 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealth Advisors of Iowa reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 1,065 Oracle shares in Q1 2026, an estimated $208K.
  • Wealth Advisors of Iowa first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Wealth Advisors of Iowa's Oracle position peaked at $300K in Q3 2025.
  • 3,496 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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