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Wealthspire Advisors (New York)’s Oracle ORCL Stock Holding History

Wealthspire Advisors (New York)’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 		$3.47M Sell
23,600
-19,827
-46% -$3.22M 0.03% 206
2025
Q4 		$8.46M Buy
43,427
+21,500
+98% +$5.12M 0.07% 128
2025
Q3 		$6.17M Buy
21,927
+1,226
+6% +$312K 0.03% 146
2025
Q2 		$4.53M Sell
20,701
-326
-2% -$52.6K 0.03% 168
2025
Q1 		$2.94M Sell
21,027
-754
-3% -$123K 0.02% 216
2024
Q4 		$3.63M Buy
21,781
+835
+4% +$148K 0.04% 175
2024
Q3 		$3.57M Buy
20,946
+1,600
+8% +$232K 0.04% 170
2024
Q2 		$2.73M Buy
19,346
+251
+1% +$31.2K 0.04% 163
2024
Q1 		$2.4M Sell
19,095
-1,363
-7% -$156K 0.03% 176
2023
Q4 		$2.16M Buy
20,458
+1,372
+7% +$150K 0.03% 182
2023
Q3 		$2.02M Buy
19,086
+8,453
+79% +$978K 0.03% 172
2023
Q2 		$1.27M Buy
10,633
+373
+4% +$38.6K 0.02% 217
2023
Q1 		$953K Sell
10,260
-4,271
-29% -$375K 0.02% 249
2022
Q4 		$1.19M Buy
14,531
+4,830
+50% +$367K 0.02% 229
2022
Q3 		$592K Buy
9,701
+3,243
+50% +$237K 0.01% 302
2022
Q2 		$451K Buy
6,458
+939
+17% +$68.7K 0.01% 331
2022
Q1 		$457K Sell
5,519
-11,724
-68% -$949K 0.01% 285
2021
Q4 		$1.5M Buy
17,243
+2,761
+19% +$259K 0.03% 173
2021
Q3 		$1.26M Buy
14,482
+7,535
+108% +$666K 0.03% 218
2021
Q2 		$541K Sell
6,947
-29,180
-81% -$2.28M 0.01% 218
2021
Q1 		$2.54M Buy
36,127
+5,321
+17% +$345K 0.06% 149
2020
Q4 		$1.99M Buy
30,806
+6,915
+29% +$412K 0.06% 138
2020
Q3 		$1.43M Buy
23,891
+3,481
+17% +$198K 0.08% 105
2020
Q2 		$1.13M Sell
20,410
-28,374
-58% -$1.5M 0.08% 100
2020
Q1 		$2.36M Buy
48,784
+36,889
+310% +$1.9M 0.1% 114
2019
Q4 		$630K Sell
11,895
-4,682
-28% -$258K 0.05% 90
2019
Q3 		$912K Buy
16,577
+10,412
+169% +$575K 0.07% 52
2019
Q2 		$351K Buy
+6,165
New +$334K 0.03% 62
2019
Q1 		– Sell
-3,473
Closed -$157K – 574
2018
Q4 		$157K Buy
+3,473
New +$166K 0.02% 78

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

Wealthspire Advisors (New York)'s ORCL Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Oracle (ORCL) stake by 46% in Q1 2026, selling an estimated $3.22M and leaving 23,600 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #206.

Wealthspire Advisors (New York) first reported a position in ORCL in Q4 2018 and has held it in 29 quarters since. The position peaked at $8.46M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wealthspire Advisors (New York) held 23,600 shares of Oracle worth $3.47M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 19,827 Oracle shares in Q1 2026, an estimated $3.22M.
  • Oracle made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #206 holding.
  • Wealthspire Advisors (New York) first reported a position in Oracle in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Oracle position peaked at $8.46M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.