WealthTrust Axiom’s Oracle ORCL Stock Holding History

WealthTrust Axiom’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	$1.06M	Buy	7,200 +29	+0.4%	+$4.71K	0.26%	84
2025 Q4	$1.4M	Sell	7,171 -10	-0.1%	-$2.38K	0.36%	63
2025 Q3	$2.02M	Buy	7,181 +385	+6%	+$98K	0.54%	42
2025 Q2	$1.49M	Sell	6,796 -545	-7%	-$88K	0.44%	54
2025 Q1	$1.03M	Sell	7,341 -30	-0.4%	-$4.88K	0.31%	68
2024 Q4	$1.23M	Sell	7,371 -370	-5%	-$65.7K	0.37%	59
2024 Q3	$1.32M	Sell	7,741 -150	-2%	-$21.7K	0.39%	59
2024 Q2	$1.11M	Sell	7,891 -20	-0.3%	-$2.48K	0.37%	64
2024 Q1	$994K	Buy	7,911 +100	+1%	+$11.4K	0.32%	72
2023 Q4	$824K	Buy	7,811 +73	+0.9%	+$7.97K	0.28%	83
2023 Q3	$820K	Hold	7,738	–	–	0.29%	72
2023 Q2	$922K	Hold	7,738	–	–	0.31%	71
2023 Q1	$719K	Buy	7,738 +405	+6%	+$35.5K	0.25%	91
2022 Q4	$599K	Hold	7,333	–	–	0.21%	101
2022 Q3	$447K	Sell	7,333 -1	-0%	-$73	0.17%	119
2022 Q2	$512K	Buy	7,334 +150	+2%	+$11K	0.18%	111
2022 Q1	$594K	Hold	7,184	–	–	0.19%	112
2021 Q4	$626K	Sell	7,184 -150	-2%	-$14.1K	0.2%	102
2021 Q3	$638K	Buy	7,334 +385	+6%	+$34K	0.22%	99
2021 Q2	$540K	Sell	6,949 -250	-3%	-$19.6K	0.17%	118
2021 Q1	$505K	Sell	7,199 -350	-5%	-$22.7K	0.17%	117
2020 Q4	$488K	Hold	7,549	–	–	0.18%	114
2020 Q3	$450K	Sell	7,549 -40,464	-84%	-$2.3M	0.19%	103
2020 Q2	$2.65M	Buy	48,013 +38,165	+388%	+$2.02M	1.17%	25
2020 Q1	$475K	Hold	9,848	–	–	0.23%	89
2019 Q4	$521K	Hold	9,848	–	–	0.17%	102
2019 Q3	$541K	Hold	9,848	–	–	0.19%	103
2019 Q2	$561K	Hold	9,848	–	–	0.19%	105
2019 Q1	$528K	Hold	9,848	–	–	0.19%	109
2018 Q4	$444K	Hold	9,848	–	–	0.18%	109
2018 Q3	$507K	Hold	9,848	–	–	0.17%	115
2018 Q2	$433K	Hold	9,848	–	–	0.15%	123
2018 Q1	$450K	Buy	9,848 +2,758	+39%	+$137K	0.16%	122
2017 Q4	$335K	Buy	7,090 +1	+0%	+$49	0.12%	146
2017 Q3	$342K	Buy	7,089 +100	+1%	+$4.98K	0.13%	143
2017 Q2	$350K	Buy	6,989 +1	+0%	+$46	0.13%	140
2017 Q1	$311K	Buy	6,988 +1,448	+26%	+$60.3K	0.11%	152
2016 Q4	$213K	Hold	5,540	–	–	0.08%	192
2016 Q3	$217K	Hold	5,540	–	–	0.08%	187
2016 Q2	$226K	Hold	5,540	–	–	0.09%	180
2016 Q1	$226K	Sell	5,540 -80	-1%	-$2.96K	0.09%	173
2015 Q4	$205K	Hold	5,620	–	–	0.08%	186
2015 Q3	$202K	Sell	5,620 -1,464	-21%	-$56.3K	0.08%	187
2015 Q2	$285K	Hold	7,084	–	–	0.11%	150
2015 Q1	$305K	Hold	7,084	–	–	0.11%	144
2014 Q4	$318K	Sell	7,084 -38	-0.5%	-$1.55K	0.11%	143
2014 Q3	$272K	Hold	7,122	–	–	0.1%	156
2014 Q2	$288K	Hold	7,122	–	–	0.1%	152
2014 Q1	$291K	Buy	+7,122	New	+$271K	0.1%	136

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

WealthTrust Axiom's ORCL Position: Q1 2026 in Review

WealthTrust Axiom increased its Oracle (ORCL) stake by 0.4% in Q1 2026, buying an estimated $4.71K and bringing the position to 7,200 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #84.

WealthTrust Axiom first reported a position in ORCL in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.65M in Q2 2020. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

WealthTrust Axiom held 7,200 shares of Oracle worth $1.06M as of Q1 2026.
WealthTrust Axiom bought 29 Oracle shares in Q1 2026, an estimated $4.71K.
Oracle made up 0.26% of WealthTrust Axiom's portfolio in Q1 2026, its #84 holding.
WealthTrust Axiom first reported a position in Oracle in Q1 2014 and has held it in 49 quarters since.
WealthTrust Axiom's Oracle position peaked at $2.65M in Q2 2020.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.