Wealth Quarterback’s Oracle ORCL Stock Holding History

Wealth Quarterback’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	$226K	Buy	1,539 +3	+0.2%	+$488	0.09%	148
2025 Q4	$299K	Buy	1,536 +2	+0.1%	+$476	0.11%	125
2025 Q3	$431K	Buy	1,534 +2	+0.1%	+$509	0.17%	98
2025 Q2	$335K	Buy	1,532 +2	+0.1%	+$323	0.16%	104
2025 Q1	$214K	Buy	+1,530	New	+$249K	0.12%	114
2024 Q4	–	Sell	-1,360	Closed	-$232K	–	130
2024 Q3	$232K	Buy	+1,360	New	+$197K	0.12%	110
2021 Q3	$284K	Sell	3,257 -109	-3%	-$9.63K	0.19%	89
2021 Q2	$262K	Buy	+3,366	New	+$263K	0.16%	98
2020 Q4	$209K	Sell	3,225 -917	-22%	-$54.6K	0.17%	101
2020 Q3	$229K	Hold	4,142	–	–	0.21%	100
2020 Q2	$229K	Buy	4,142 +369	+10%	+$19.5K	0.21%	100
2020 Q1	$182K	Sell	3,773 -762	-17%	-$39.3K	0.17%	111
2019 Q4	$202K	Buy	+4,535	New	+$250K	0.18%	106

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's ORCL Position: Q1 2026 in Review

Wealth Quarterback increased its Oracle (ORCL) stake by 0.2% in Q1 2026, buying an estimated $488 and bringing the position to 1,539 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #148.

Wealth Quarterback first reported a position in ORCL in Q4 2019 and has held it in 13 quarters since. The position peaked at $431K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Wealth Quarterback held 1,539 shares of Oracle worth $226K as of Q1 2026.
Wealth Quarterback bought 3 Oracle shares in Q1 2026, an estimated $488.
Oracle made up 0.09% of Wealth Quarterback's portfolio in Q1 2026, its #148 holding.
Wealth Quarterback first reported a position in Oracle in Q4 2019 and has held it in 13 quarters since.
Wealth Quarterback's Oracle position peaked at $431K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.