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Wealth Dimensions Group’s Oracle ORCL Stock Holding History

Wealth Dimensions Group’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 		$1.02M Sell
6,954
-109
-2% -$17.7K 0.2% 60
2025
Q4 		$1.33M Buy
7,063
+2,317
+49% +$552K 0.26% 48
2025
Q3 		$1.33M Sell
4,746
-1
-0% -$255 0.27% 48
2025
Q2 		$1.04M Sell
4,747
-11
-0.2% -$1.78K 0.23% 59
2025
Q1 		$665K Sell
4,758
-57
-1% -$9.28K 0.16% 76
2024
Q4 		$802K Sell
4,815
-26
-0.5% -$4.62K 0.2% 66
2024
Q3 		$825K Sell
4,841
-238
-5% -$34.5K 0.21% 60
2024
Q2 		$717K Buy
5,079
+357
+8% +$44.3K 0.2% 61
2024
Q1 		$593K Sell
4,722
-67
-1% -$7.67K 0.18% 72
2023
Q4 		$505K Sell
4,789
-798
-14% -$87.1K 0.16% 73
2023
Q3 		$592K Buy
5,587
+67
+1% +$7.75K 0.21% 68
2023
Q2 		$657K Buy
5,520
+798
+17% +$82.5K 0.24% 58
2023
Q1 		$439K Buy
4,722
+1,450
+44% +$127K 0.17% 79
2022
Q4 		$267K Sell
3,272
-41
-1% -$3.12K 0.11% 109
2022
Q3 		$202K Hold
3,313
– – 0.1% 116
2022
Q2 		$231K Hold
3,313
– – 0.11% 114
2022
Q1 		$274K Sell
3,313
-38
-1% -$3.08K 0.13% 110
2021
Q4 		$292K Buy
3,351
+600
+22% +$56.3K 0.14% 103
2021
Q3 		$240K Hold
2,751
– – 0.15% 111
2021
Q2 		$214K Sell
2,751
-151
-5% -$11.8K 0.15% 113
2021
Q1 		$204K Buy
+2,902
New +$188K 0.16% 112

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 Dimensions Group's ORCL Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Oracle (ORCL) stake by 1.5% in Q1 2026, selling an estimated $17.7K and leaving 6,954 shares worth $1.02M. The position accounts for 0.2% of the portfolio, ranked #60.

Wealth Dimensions Group first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.33M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealth Dimensions Group held 6,954 shares of Oracle worth $1.02M as of Q1 2026.
  • Wealth Dimensions Group sold 109 Oracle shares in Q1 2026, an estimated $17.7K.
  • Oracle made up 0.2% of Wealth Dimensions Group's portfolio in Q1 2026, its #60 holding.
  • Wealth Dimensions Group first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Wealth Dimensions Group's Oracle position peaked at $1.33M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.