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Aberdeen Wealth Management’s Oracle ORCL Stock Holding History

Aberdeen 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
Q2 		$119K Sell
815
-1,555
-66% -$282K 0.06% 164
2026
Q1 		$349K Hold
2,370
– – 0.16% 111
2025
Q4 		$462K Sell
2,370
-50
-2% -$11.9K 0.21% 93
2025
Q3 		$681K Sell
2,420
-150
-6% -$38.2K 0.43% 67
2025
Q2 		$562K Hold
2,570
– – 0.37% 74
2025
Q1 		$359K Hold
2,570
– – 0.25% 103
2024
Q4 		$428K Sell
2,570
-750
-23% -$133K 0.29% 93
2024
Q3 		$566K Sell
3,320
-325
-9% -$47.1K 0.37% 83
2024
Q2 		$515K Sell
3,645
-290
-7% -$36K 0.35% 81
2024
Q1 		$494K Sell
3,935
-150
-4% -$17.2K 0.29% 90
2023
Q4 		$431K Hold
4,085
– – 0.31% 95
2023
Q3 		$433K Sell
4,085
-305
-7% -$35.3K 0.33% 85
2023
Q2 		$523K Sell
4,390
-210
-5% -$21.7K 0.38% 74
2023
Q1 		$427K Hold
4,600
– – 0.32% 90
2022
Q4 		$376K Hold
4,600
– – 0.28% 100
2022
Q3 		$281K Hold
4,600
– – 0.25% 106
2022
Q2 		$321K Hold
4,600
– – 0.26% 104
2022
Q1 		$381K Hold
4,600
– – 0.26% 101
2021
Q4 		$401K Hold
4,600
– – 0.26% 98
2021
Q3 		$401K Sell
4,600
-930
-17% -$82.1K 0.39% 81
2021
Q2 		$430K Buy
5,530
+1
+0% +$78 0.4% 83
2021
Q1 		$388K Sell
5,529
-615
-10% -$39.8K 0.31% 98
2020
Q4 		$397K Buy
6,144
+617
+11% +$36.7K 0.3% 91
2020
Q3 		$330K Sell
5,527
-1,130
-17% -$64.2K 0.31% 93
2020
Q2 		$368K Buy
6,657
+594
+10% +$31.5K 0.39% 85
2020
Q1 		$293K Buy
6,063
+1
+0% +$52 0.36% 84
2019
Q4 		$321K Buy
+6,062
New +$334K 0.24% 106

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

Aberdeen Wealth Management's ORCL Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its Oracle (ORCL) stake by 66% in Q2 2026, selling an estimated $282K and leaving 815 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #164.

Aberdeen Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $681K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aberdeen Wealth Management held 815 shares of Oracle worth $119K as of Q2 2026.
  • Aberdeen Wealth Management sold 1,555 Oracle shares in Q2 2026, an estimated $282K.
  • Oracle made up 0.06% of Aberdeen Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Aberdeen Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's Oracle position peaked at $681K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.