WE
ORCL icon

Wealth Effects’s Oracle ORCL Stock Holding History

Wealth Effects’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 		$548K Sell
3,725
-170
-4% -$27.6K 0.19% 104
2025
Q4 		$759K Sell
3,895
-1,864
-32% -$444K 0.24% 73
2025
Q3 		$1.62M Buy
5,759
+1,455
+34% +$371K 0.52% 35
2025
Q2 		$941K Sell
4,304
-275
-6% -$44.4K 0.35% 57
2025
Q1 		$640K Sell
4,579
-1,560
-25% -$254K 0.27% 75
2024
Q4 		$1.02M Sell
6,139
-436
-7% -$77.5K 0.36% 56
2024
Q3 		$1.12M Sell
6,575
-350
-5% -$50.7K 0.39% 55
2024
Q2 		$978K Sell
6,925
-125
-2% -$15.5K 0.35% 60
2024
Q1 		$886K Sell
7,050
-15
-0.2% -$1.72K 0.33% 66
2023
Q4 		$745K Buy
7,065
+1,060
+18% +$116K 0.28% 84
2023
Q3 		$636K Buy
6,005
+190
+3% +$22K 0.31% 77
2023
Q2 		$693K Hold
5,815
– – 0.3% 70
2023
Q1 		$540K Sell
5,815
-775
-12% -$68K 0.28% 80
2022
Q4 		$539K Sell
6,590
-461
-7% -$35K 0.31% 76
2022
Q3 		$431K Buy
7,051
+176
+3% +$12.9K 0.26% 88
2022
Q2 		$480K Buy
6,875
+375
+6% +$27.5K 0.29% 83
2022
Q1 		$538K Sell
6,500
-650
-9% -$52.6K 0.25% 84
2021
Q4 		$624K Buy
+7,150
New +$671K 0.26% 81

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 Effects's ORCL Position: Q1 2026 in Review

Wealth Effects reduced its Oracle (ORCL) stake by 4.4% in Q1 2026, selling an estimated $27.6K and leaving 3,725 shares worth $548K. The position accounts for 0.19% of the portfolio, ranked #104.

Wealth Effects first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.62M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealth Effects held 3,725 shares of Oracle worth $548K as of Q1 2026.
  • Wealth Effects sold 170 Oracle shares in Q1 2026, an estimated $27.6K.
  • Oracle made up 0.19% of Wealth Effects's portfolio in Q1 2026, its #104 holding.
  • Wealth Effects first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's Oracle position peaked at $1.62M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.