1 North Wealth Services’s Oracle ORCL Stock Holding History

1 North Wealth Services’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 Q2	$1.65M	Buy	11,268 +137	+1%	+$24.8K	0.54%	37
2026 Q1	$1.64M	Sell	11,131 -625	-5%	-$102K	0.59%	36
2025 Q4	$2.29M	Sell	11,756 -137	-1%	-$32.6K	0.81%	34
2025 Q3	$3.34M	Sell	11,893 -1,535	-11%	-$391K	1.37%	24
2025 Q2	$2.94M	Buy	13,428 +211	+2%	+$34.1K	1.17%	27
2025 Q1	$1.85M	Sell	13,217 -305	-2%	-$49.7K	0.86%	30
2024 Q4	$2.25M	Buy	+13,522	New	+$2.4M	0.95%	31
2019 Q4	$27K	Hold	516	–	–	0.02%	126
2019 Q3	$28K	Buy	+516	New	+$28.5K	0.02%	95
2019 Q1	$28K	Buy	516 +16	+3%	+$815	0.02%	88
2018 Q4	$23K	Buy	+500	New	+$24K	0.02%	99

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1 North Wealth Services's ORCL Position: Q2 2026 in Review

1 North Wealth Services increased its Oracle (ORCL) stake by 1.2% in Q2 2026, buying an estimated $24.8K and bringing the position to 11,268 shares worth $1.65M. The position accounts for 0.54% of the portfolio, ranked #37.

1 North Wealth Services first reported a position in ORCL in Q4 2018 and has held it in 11 quarters since. The position peaked at $3.34M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

1 North Wealth Services held 11,268 shares of Oracle worth $1.65M as of Q2 2026.
1 North Wealth Services bought 137 Oracle shares in Q2 2026, an estimated $24.8K.
Oracle made up 0.54% of 1 North Wealth Services's portfolio in Q2 2026, its #37 holding.
1 North Wealth Services first reported a position in Oracle in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's Oracle position peaked at $3.34M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.