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Wealthspan Partners’s Oracle ORCL Stock Holding History

Wealthspan 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 		$565K Buy
3,840
+1,761
+85% +$286K 0.2% 72
2025
Q4 		$405K Hold
2,079
– – 0.15% 83
2025
Q3 		$585K Sell
2,079
-259
-11% -$66K 0.22% 67
2025
Q2 		$511K Sell
2,338
-100
-4% -$16.1K 0.21% 70
2025
Q1 		$341K Buy
+2,438
New +$397K 0.16% 84

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

Wealthspan Partners's ORCL Position: Q1 2026 in Review

Wealthspan Partners increased its Oracle (ORCL) stake by 85% in Q1 2026, buying an estimated $286K and bringing the position to 3,840 shares worth $565K. The position accounts for 0.2% of the portfolio, ranked #72.

Wealthspan Partners first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $585K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealthspan Partners held 3,840 shares of Oracle worth $565K as of Q1 2026.
  • Wealthspan Partners bought 1,761 Oracle shares in Q1 2026, an estimated $286K.
  • Oracle made up 0.2% of Wealthspan Partners's portfolio in Q1 2026, its #72 holding.
  • Wealthspan Partners first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Wealthspan Partners's Oracle position peaked at $585K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.