Winnow Wealth’s Oracle ORCL Stock Holding History

Winnow Wealth’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	$226K	Sell	1,539 -32	-2%	-$5.2K	0.17%	112
2025 Q4	$306K	Sell	1,571 -215	-12%	-$51.2K	0.23%	87
2025 Q3	$504K	Buy	1,786 +1,656	+1,274%	+$422K	0.39%	70
2025 Q2	$28.4K	Sell	130 -1,648	-93%	-$266K	0.02%	103
2025 Q1	$248K	Buy	1,778 +14	+0.8%	+$2.28K	0.23%	85
2024 Q4	$294K	Buy	+1,764	New	+$313K	0.29%	82

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

Winnow Wealth's ORCL Position: Q1 2026 in Review

Winnow Wealth reduced its Oracle (ORCL) stake by 2% in Q1 2026, selling an estimated $5.2K and leaving 1,539 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #112.

Winnow Wealth first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Winnow Wealth held 1,539 shares of Oracle worth $226K as of Q1 2026.
Winnow Wealth sold 32 Oracle shares in Q1 2026, an estimated $5.2K.
Oracle made up 0.17% of Winnow Wealth's portfolio in Q1 2026, its #112 holding.
Winnow Wealth first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Winnow Wealth's Oracle position peaked at $504K in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.