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55 North Private Wealth’s Oracle ORCL Stock Holding History

55 North Private Wealth’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 		$379K Sell
2,584
-155
-6% -$28.1K 0.07% 130
2026
Q1 		$403K Buy
2,739
+318
+13% +$51.7K 0.1% 99
2025
Q4 		$472K Buy
+2,421
New +$576K 0.12% 82

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

55 North Private Wealth's ORCL Position: Q2 2026 in Review

55 North Private Wealth reduced its Oracle (ORCL) stake by 5.7% in Q2 2026, selling an estimated $28.1K and leaving 2,584 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #130.

55 North Private Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q4 2025. 3,498 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • 55 North Private Wealth held 2,584 shares of Oracle worth $379K as of Q2 2026.
  • 55 North Private Wealth sold 155 Oracle shares in Q2 2026, an estimated $28.1K.
  • Oracle made up 0.07% of 55 North Private Wealth's portfolio in Q2 2026, its #130 holding.
  • 55 North Private Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's Oracle position peaked at $472K in Q4 2025.
  • 3,498 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.