180 Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.55M | Buy |
17,416
+1,410
| +9% | +$256K | 0.26% | 99 |
|
|
2026
Q1 | $2.35M | Buy |
16,006
+3,789
| +31% | +$616K | 0.27% | 94 |
|
|
2025
Q4 | $2.38M | Buy |
12,217
+3,919
| +47% | +$933K | 0.27% | 88 |
|
|
2025
Q3 | $2.33M | Buy |
8,298
+143
| +2% | +$36.4K | 0.28% | 87 |
|
|
2025
Q2 | $1.78M | Sell |
8,155
-9
| -0.1% | -$1.45K | 0.25% | 104 |
|
|
2025
Q1 | $1.14M | Sell |
8,164
-158
| -2% | -$25.7K | 0.18% | 121 |
|
|
2024
Q4 | $1.39M | Sell |
8,322
-29
| -0.3% | -$5.15K | 0.22% | 104 |
|
|
2024
Q3 | $1.42M | Buy |
8,351
+50
| +0.6% | +$7.24K | 0.22% | 100 |
|
|
2024
Q2 | $1.19M | Buy |
8,301
+412
| +5% | +$51.2K | 0.19% | 108 |
|
|
2024
Q1 | $991K | Buy |
7,889
+15
| +0.2% | +$1.72K | 0.18% | 118 |
|
|
2023
Q4 | $819K | Buy |
7,874
+77
| +1% | +$8.4K | 0.16% | 127 |
|
|
2023
Q3 | $826K | Buy |
7,797
+10
| +0.1% | +$1.16K | 0.19% | 119 |
|
|
2023
Q2 | $912K | Sell |
7,787
-497
| -6% | -$51.4K | 0.2% | 117 |
|
|
2023
Q1 | $770K | Sell |
8,284
-114
| -1% | -$10K | 0.18% | 131 |
|
|
2022
Q4 | $754K | Sell |
8,398
-59
| -0.7% | -$4.48K | 0.18% | 123 |
|
|
2022
Q3 | $516K | Buy |
8,457
+94
| +1% | +$6.88K | 0.14% | 141 |
|
|
2022
Q2 | $593K | Buy |
8,363
+152
| +2% | +$11.1K | 0.15% | 131 |
|
|
2022
Q1 | $653K | Buy |
8,211
+636
| +8% | +$51.5K | 0.14% | 141 |
|
|
2021
Q4 | $623K | Sell |
7,575
-465
| -6% | -$43.7K | 0.14% | 147 |
|
|
2021
Q3 | $766K | Buy |
8,040
+496
| +7% | +$43.8K | 0.17% | 125 |
|
|
2021
Q2 | $676K | Buy |
7,544
+34
| +0.5% | +$2.66K | 0.15% | 134 |
|
|
2021
Q1 | $594K | Sell |
7,510
-1,543
| -17% | -$99.9K | 0.15% | 142 |
|
|
2020
Q4 | $555K | Sell |
9,053
-908
| -9% | -$54.1K | 0.16% | 132 |
|
|
2020
Q3 | $595K | Sell |
9,961
-374
| -4% | -$21.2K | 0.22% | 102 |
|
|
2020
Q2 | $567K | Sell |
10,335
-79
| -0.8% | -$4.18K | 0.23% | 101 |
|
|
2020
Q1 | $519K | Sell |
10,414
-844
| -7% | -$43.6K | 0.27% | 95 |
|
|
2019
Q4 | $617K | Buy |
11,258
+723
| +7% | +$39.8K | 0.25% | 108 |
|
|
2019
Q3 | $599K | Hold |
10,535
| – | – | 0.26% | 101 |
|
|
2019
Q2 | $589K | Sell |
10,535
-8,019
| -43% | -$434K | 0.27% | 112 |
|
|
2019
Q1 | $1M | Buy |
18,554
+164
| +0.9% | +$8.36K | 0.45% | 59 |
|
|
2018
Q4 | $948K | Hold |
18,390
| – | – | 0.44% | 63 |
|
|
2018
Q3 | $948K | Sell |
18,390
-4,933
| -21% | -$240K | 0.44% | 63 |
|
|
2018
Q2 | $1.03M | Buy |
23,323
+3,358
| +17% | +$155K | 0.51% | 56 |
|
|
2018
Q1 | $911K | Buy |
19,965
+3,738
| +23% | +$186K | 0.47% | 69 |
|
|
2017
Q4 | $767K | Buy |
+16,227
| New | +$796K | 0.39% | 80 |
|
Other funds holding ORCL
FWIA
180 Wealth Advisors's ORCL Position: Q2 2026 in Review
180 Wealth Advisors increased its Oracle (ORCL) stake by 8.8% in Q2 2026, buying an estimated $256K and bringing the position to 17,416 shares worth $2.55M. The position accounts for 0.26% of the portfolio, ranked #99.
180 Wealth Advisors first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- 180 Wealth Advisors held 17,416 shares of Oracle worth $2.55M as of Q2 2026.
- 180 Wealth Advisors bought 1,410 Oracle shares in Q2 2026, an estimated $256K.
- Oracle made up 0.26% of 180 Wealth Advisors's portfolio in Q2 2026, its #99 holding.
- 180 Wealth Advisors first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.