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Wood Tarver Financial Group’s Oracle ORCL Stock Holding History

Wood Tarver Financial 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 		$261K Buy
1,776
+34
+2% +$5.53K 0.07% 131
2025
Q4 		$339K Hold
1,742
– – 0.1% 118
2025
Q3 		$489K Hold
1,742
– – 0.14% 92
2025
Q2 		$380K Hold
1,742
– – 0.11% 99
2025
Q1 		$244K Hold
1,742
– – 0.08% 116
2024
Q4 		$290K Buy
+1,742
New +$309K 0.1% 108

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

Wood Tarver Financial Group's ORCL Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Oracle (ORCL) stake by 2% in Q1 2026, buying an estimated $5.53K and bringing the position to 1,776 shares worth $261K. The position accounts for 0.07% of the portfolio, ranked #131.

Wood Tarver Financial Group first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $489K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Wood Tarver Financial Group held 1,776 shares of Oracle worth $261K as of Q1 2026.
  • Wood Tarver Financial Group bought 34 Oracle shares in Q1 2026, an estimated $5.53K.
  • Oracle made up 0.07% of Wood Tarver Financial Group's portfolio in Q1 2026, its #131 holding.
  • Wood Tarver Financial Group first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Oracle position peaked at $489K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.