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WealthShield Partners’s Oracle ORCL Stock Holding History

WealthShield Partners’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 		$293K Sell
1,993
-578
-22% -$94K 0.03% 297
2025
Q4 		$501K Buy
2,571
+695
+37% +$165K 0.06% 241
2025
Q3 		$528K Buy
1,876
+4
+0.2% +$1.02K 0.06% 233
2025
Q2 		$409K Sell
1,872
-3
-0.2% -$484 0.05% 254
2025
Q1 		$262K Buy
1,875
+401
+27% +$65.3K 0.03% 285
2024
Q4 		$246K Buy
1,474
+21
+1% +$3.73K 0.03% 263
2024
Q3 		$248K Hold
1,453
– – 0.03% 268
2024
Q2 		$205K Buy
+1,453
New +$180K 0.03% 275
2022
Q2 		– Sell
-2,462
Closed -$204K – 320
2022
Q1 		$204K Hold
2,462
– – 0.03% 316
2021
Q4 		$215K Buy
+2,462
New +$231K 0.04% 266
2021
Q3 		– Sell
-5,573
Closed -$434K – 567
2021
Q2 		$434K Sell
5,573
-106
-2% -$8.3K 0.07% 170
2021
Q1 		$398K Sell
5,679
-7,786
-58% -$504K 0.07% 175
2020
Q4 		$871K Buy
13,465
+4,594
+52% +$273K 0.16% 119
2020
Q3 		$530K Sell
8,871
-17
-0.2% -$966 0.19% 123
2020
Q2 		$491K Buy
+8,888
New +$471K 0.23% 103
2018
Q3 		– Sell
-26,616
Closed -$97K – 270
2018
Q2 		$97K Buy
+26,616
New +$1.23M 0.06% 136

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

WealthShield Partners's ORCL Position: Q1 2026 in Review

WealthShield Partners reduced its Oracle (ORCL) stake by 22% in Q1 2026, selling an estimated $94K and leaving 1,993 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #297.

WealthShield Partners first reported a position in ORCL in Q2 2018 and has held it in 16 quarters since. The position peaked at $871K in Q4 2020. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WealthShield Partners held 1,993 shares of Oracle worth $293K as of Q1 2026.
  • WealthShield Partners sold 578 Oracle shares in Q1 2026, an estimated $94K.
  • Oracle made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #297 holding.
  • WealthShield Partners first reported a position in Oracle in Q2 2018 and has held it in 16 quarters since.
  • WealthShield Partners's Oracle position peaked at $871K in Q4 2020.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.