Xcel Wealth Management’s Oracle ORCL Stock Holding History

Xcel Wealth Management’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	$266K	Sell	1,806 -292	-14%	-$47.5K	0.07%	126
2025 Q4	$409K	Buy	2,098 +644	+44%	+$153K	0.1%	113
2025 Q3	$409K	Buy	1,454 +4	+0.3%	+$1.02K	0.11%	106
2025 Q2	$317K	Buy	+1,450	New	+$234K	0.09%	114
2023 Q3	–	Sell	-9,783	Closed	-$1.17M	–	126
2023 Q2	$1.17M	Hold	9,783	–	–	0.37%	59
2023 Q1	$909K	Sell	9,783 -385	-4%	-$33.8K	0.32%	60
2022 Q4	$831K	Hold	10,168	–	–	0.33%	62
2022 Q3	$621K	Hold	10,168	–	–	0.23%	70
2022 Q2	$710K	Sell	10,168 -110	-1%	-$8.05K	0.26%	65
2022 Q1	$850K	Hold	10,278	–	–	0.23%	77
2021 Q4	$896K	Buy	10,278 +9	+0.1%	+$845	0.23%	77
2021 Q3	$895K	Hold	10,269	–	–	0.26%	70
2021 Q2	$799K	Buy	10,269 +119	+1%	+$9.31K	0.24%	76
2021 Q1	$712K	Hold	10,150	–	–	0.25%	71
2020 Q4	$656K	Sell	10,150 -1,720	-14%	-$102K	0.28%	71
2020 Q3	$708K	Sell	11,870 -581	-5%	-$33K	0.36%	58
2020 Q2	$688K	Buy	12,451 +2,870	+30%	+$152K	0.43%	50
2020 Q1	$463K	Hold	9,581	–	–	0.42%	50
2019 Q4	$507K	Hold	9,581	–	–	0.42%	44
2019 Q3	$527K	Hold	9,581	–	–	0.49%	42
2019 Q2	$545K	Hold	9,581	–	–	0.53%	42
2019 Q1	$514K	Hold	9,581	–	–	0.53%	45
2018 Q4	$432K	Buy	+9,581	New	+$459K	0.53%	40

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

Xcel Wealth Management's ORCL Position: Q1 2026 in Review

Xcel Wealth Management reduced its Oracle (ORCL) stake by 14% in Q1 2026, selling an estimated $47.5K and leaving 1,806 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #126.

Xcel Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.17M in Q2 2023. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Xcel Wealth Management held 1,806 shares of Oracle worth $266K as of Q1 2026.
Xcel Wealth Management sold 292 Oracle shares in Q1 2026, an estimated $47.5K.
Oracle made up 0.07% of Xcel Wealth Management's portfolio in Q1 2026, its #126 holding.
Xcel Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 23 quarters since.
Xcel Wealth Management's Oracle position peaked at $1.17M in Q2 2023.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.