Widmann Financial Services’s Oracle ORCL Stock Holding History

Widmann Financial Services’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	$248K	Sell	1,689 -4	-0.2%	-$650	0.15%	105
2025 Q4	$330K	Buy	1,693 +15	+0.9%	+$3.57K	0.2%	88
2025 Q3	$472K	Hold	1,678	–	–	0.3%	71
2025 Q2	$367K	Sell	1,678 -612	-27%	-$98.8K	0.26%	73
2025 Q1	$320K	Hold	2,290	–	–	0.25%	79
2024 Q4	$382K	Hold	2,290	–	–	0.3%	68
2024 Q3	$390K	Sell	2,290 -33	-1%	-$4.78K	0.3%	68
2024 Q2	$328K	Buy	2,323 +75	+3%	+$9.31K	0.27%	66
2024 Q1	$282K	Hold	2,248	–	–	0.24%	77
2023 Q4	$237K	Sell	2,248 -500	-18%	-$54.6K	0.21%	82
2023 Q3	$291K	Buy	2,748 +300	+12%	+$34.7K	0.29%	66
2023 Q2	$292K	Hold	2,448	–	–	0.28%	67
2023 Q1	$227K	Hold	2,448	–	–	0.23%	72
2022 Q4	$200K	Buy	+2,448	New	+$186K	0.21%	79
2022 Q2	–	Sell	-2,448	Closed	-$202K	–	90
2022 Q1	$202K	Hold	2,448	–	–	0.18%	84
2021 Q4	$213K	Buy	+2,448	New	+$230K	0.18%	84

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

Widmann Financial Services's ORCL Position: Q1 2026 in Review

Widmann Financial Services reduced its Oracle (ORCL) stake by 0.24% in Q1 2026, selling an estimated $650 and leaving 1,689 shares worth $248K. The position accounts for 0.15% of the portfolio, ranked #105.

Widmann Financial Services first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. The position peaked at $472K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Widmann Financial Services held 1,689 shares of Oracle worth $248K as of Q1 2026.
Widmann Financial Services sold 4 Oracle shares in Q1 2026, an estimated $650.
Oracle made up 0.15% of Widmann Financial Services's portfolio in Q1 2026, its #105 holding.
Widmann Financial Services first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
Widmann Financial Services's Oracle position peaked at $472K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.