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Wealth Alliance’s Oracle ORCL Stock Holding History

Wealth Alliance’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 		$1.92M Buy
13,042
+390
+3% +$63.4K 0.19% 107
2025
Q4 		$2.47M Buy
12,652
+1,070
+9% +$255K 0.24% 75
2025
Q3 		$3.26M Buy
11,582
+394
+4% +$100K 0.34% 57
2025
Q2 		$2.45M Sell
11,188
-7,031
-39% -$1.14M 0.27% 73
2025
Q1 		$2.55M Buy
18,219
+1,736
+11% +$283K 0.31% 64
2024
Q4 		$2.75M Buy
16,483
+2,309
+16% +$410K 0.33% 57
2024
Q3 		$2.42M Buy
14,174
+1,605
+13% +$232K 0.29% 63
2024
Q2 		$1.77M Sell
12,569
-567
-4% -$70.4K 0.23% 83
2024
Q1 		$1.65M Buy
13,136
+446
+4% +$51K 0.22% 98
2023
Q4 		$1.34M Buy
12,690
+336
+3% +$36.7K 0.19% 111
2023
Q3 		$1.31M Sell
12,354
-3,230
-21% -$374K 0.21% 103
2023
Q2 		$1.86M Sell
15,584
-1,458
-9% -$151K 0.28% 73
2023
Q1 		$1.58M Buy
17,042
+1,758
+12% +$154K 0.26% 88
2022
Q4 		$1.25M Sell
15,284
-805
-5% -$61.2K 0.22% 110
2022
Q3 		$983K Buy
16,089
+1,964
+14% +$144K 0.19% 115
2022
Q2 		$987K Sell
14,125
-235
-2% -$17.2K 0.19% 124
2022
Q1 		$1.19M Buy
14,360
+1,697
+13% +$137K 0.24% 91
2021
Q4 		$1.1M Sell
12,663
-352
-3% -$33K 0.22% 105
2021
Q3 		$1.13M Sell
13,015
-316
-2% -$27.9K 0.25% 86
2021
Q2 		$1.04M Sell
13,331
-1,055
-7% -$82.6K 0.24% 97
2021
Q1 		$1.01M Buy
14,386
+4,779
+50% +$309K 0.28% 83
2020
Q4 		$622K Buy
9,607
+306
+3% +$18.2K 0.18% 136
2020
Q3 		$555K Buy
9,301
+354
+4% +$20.1K 0.2% 130
2020
Q2 		$494K Buy
8,947
+909
+11% +$48.2K 0.2% 129
2020
Q1 		$388K Sell
8,038
-4,031
-33% -$208K 0.21% 127
2019
Q4 		$639K Buy
+12,069
New +$664K 0.45% 57

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

Wealth Alliance's ORCL Position: Q1 2026 in Review

Wealth Alliance increased its Oracle (ORCL) stake by 3.1% in Q1 2026, buying an estimated $63.4K and bringing the position to 13,042 shares worth $1.92M. The position accounts for 0.19% of the portfolio, ranked #107.

Wealth Alliance first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.26M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealth Alliance held 13,042 shares of Oracle worth $1.92M as of Q1 2026.
  • Wealth Alliance bought 390 Oracle shares in Q1 2026, an estimated $63.4K.
  • Oracle made up 0.19% of Wealth Alliance's portfolio in Q1 2026, its #107 holding.
  • Wealth Alliance first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Oracle position peaked at $3.26M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.