WAG
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Wiser Advisor Group’s Oracle ORCL Stock Holding History

Wiser Advisor Group’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 		$131K Buy
888
+2
+0.2% +$325 0.16% 58
2025
Q4 		$173K Buy
886
+2
+0.2% +$476 0.2% 58
2025
Q3 		$249K Buy
+884
New +$225K 0.31% 48
2025
Q2 		– Sell
-879
Closed -$123K – 187
2025
Q1 		$123K Buy
879
+2
+0.2% +$326 0.18% 60
2024
Q4 		$146K Buy
877
+2
+0.2% +$355 0.21% 56
2024
Q3 		$149K Buy
875
+2
+0.2% +$290 0.22% 55
2024
Q2 		$123K Buy
873
+4
+0.5% +$497 0.19% 60
2024
Q1 		$109K Buy
869
+2
+0.2% +$229 0.17% 62
2023
Q4 		$91.4K Buy
+867
New +$94.6K 0.15% 64

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

Wiser Advisor Group's ORCL Position: Q1 2026 in Review

Wiser Advisor Group increased its Oracle (ORCL) stake by 0.23% in Q1 2026, buying an estimated $325 and bringing the position to 888 shares worth $131K. The position accounts for 0.16% of the portfolio, ranked #58.

Wiser Advisor Group first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $249K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wiser Advisor Group held 888 shares of Oracle worth $131K as of Q1 2026.
  • Wiser Advisor Group bought 2 Oracle shares in Q1 2026, an estimated $325.
  • Oracle made up 0.16% of Wiser Advisor Group's portfolio in Q1 2026, its #58 holding.
  • Wiser Advisor Group first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
  • Wiser Advisor Group's Oracle position peaked at $249K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.