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WoodTrust Financial’s Oracle ORCL Stock Holding History

WoodTrust Financial’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 		– Sell
-4,275
Closed -$834K – 186
2025
Q4 		$834K Hold
4,275
– – 0.1% 100
2025
Q3 		$1.2M Buy
4,275
+45
+1% +$11.5K 0.14% 85
2025
Q2 		$925K Buy
4,230
+630
+18% +$102K 0.12% 86
2025
Q1 		$503K Sell
3,600
-58
-2% -$9.44K 0.07% 114
2024
Q4 		$610K Buy
3,658
+536
+17% +$95.2K 0.09% 107
2024
Q3 		$532K Sell
3,122
-1,052
-25% -$152K 0.08% 113
2024
Q2 		$589K Buy
+4,174
New +$518K 0.09% 106

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

WoodTrust Financial's ORCL Position: Q1 2026 in Review

WoodTrust Financial sold out of Oracle (ORCL) in Q1 2026, closing a stake of 4,275 shares — an estimated $834K sold.

WoodTrust Financial first reported a position in ORCL in Q2 2024 and held it in 7 quarters. The position peaked at $1.2M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • WoodTrust Financial reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • WoodTrust Financial sold 4,275 Oracle shares in Q1 2026, an estimated $834K.
  • WoodTrust Financial first reported a position in Oracle in Q2 2024 and held it in 7 quarters.
  • WoodTrust Financial's Oracle position peaked at $1.2M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on WoodTrust Financial's 13F filing for Q1 2026, filed 6 May 2026.