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Wealth Preservation Advisors’s Oracle ORCL Stock Holding History

Wealth Preservation 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 		$173K Sell
1,175
-30
-2% -$4.88K 0.14% 72
2025
Q4 		$235K Sell
1,205
-6
-0.5% -$1.43K 0.12% 80
2025
Q3 		$341K Buy
1,211
+66
+6% +$16.8K 0.2% 57
2025
Q2 		$250K Sell
1,145
-15
-1% -$2.42K 0.15% 72
2025
Q1 		$162K Buy
+1,160
New +$189K 0.12% 91

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 Preservation Advisors's ORCL Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its Oracle (ORCL) stake by 2.5% in Q1 2026, selling an estimated $4.88K and leaving 1,175 shares worth $173K. The position accounts for 0.14% of the portfolio, ranked #72.

Wealth Preservation Advisors first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $341K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealth Preservation Advisors held 1,175 shares of Oracle worth $173K as of Q1 2026.
  • Wealth Preservation Advisors sold 30 Oracle shares in Q1 2026, an estimated $4.88K.
  • Oracle made up 0.14% of Wealth Preservation Advisors's portfolio in Q1 2026, its #72 holding.
  • Wealth Preservation Advisors first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Oracle position peaked at $341K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.