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Abundance Wealth Counselors’s Oracle ORCL Stock Holding History

Abundance Wealth Counselors’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 		$3.54M Buy
24,134
+12,267
+103% +$2.22M 0.23% 61
2026
Q1 		$1.75M Buy
11,867
+540
+5% +$87.8K 0.25% 57
2025
Q4 		$2.21M Sell
11,327
-248
-2% -$59K 0.37% 44
2025
Q3 		$3.26M Sell
11,575
-284
-2% -$72.3K 0.56% 30
2025
Q2 		$2.59M Sell
11,859
-36
-0.3% -$5.81K 0.49% 34
2025
Q1 		$1.66M Buy
11,895
+447
+4% +$72.8K 0.35% 52
2024
Q4 		$1.91M Buy
11,448
+400
+4% +$71.1K 0.42% 38
2024
Q3 		$1.88M Sell
11,048
-1,973
-15% -$286K 0.39% 37
2024
Q2 		$1.84M Sell
13,021
-1,499
-10% -$186K 0.85% 22
2024
Q1 		$1.82M Buy
14,520
+158
+1% +$18.1K 0.42% 38
2023
Q4 		$1.51M Sell
14,362
-120
-0.8% -$13.1K 0.39% 43
2023
Q3 		$1.53M Buy
14,482
+121
+0.8% +$14K 0.44% 37
2023
Q2 		$1.71M Sell
14,361
-479
-3% -$49.5K 0.88% 19
2023
Q1 		$1.38M Sell
14,840
-4,914
-25% -$431K 0.35% 44
2022
Q4 		$1.61M Buy
19,754
+5,652
+40% +$430K 0.44% 39
2022
Q3 		$861K Sell
14,102
-38
-0.3% -$2.78K 0.25% 62
2022
Q2 		$988K Sell
14,140
-2,107
-13% -$154K 0.27% 57
2022
Q1 		$1.34M Sell
16,247
-1,901
-10% -$154K 0.37% 50
2021
Q4 		$1.58M Sell
18,148
-586
-3% -$55K 0.41% 38
2021
Q3 		$1.63M Buy
18,734
+71
+0.4% +$6.27K 0.95% 14
2021
Q2 		$1.45M Buy
18,663
+1,702
+10% +$133K 0.38% 31
2021
Q1 		$1.19M Buy
16,961
+1,296
+8% +$83.9K 0.3% 31
2020
Q4 		$1.01M Buy
15,665
+2,303
+17% +$137K 0.25% 35
2020
Q3 		$798K Buy
13,362
+2,230
+20% +$127K 0.23% 40
2020
Q2 		$615K Buy
+11,132
New +$590K 0.19% 46

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

Abundance Wealth Counselors's ORCL Position: Q2 2026 in Review

Abundance Wealth Counselors increased its Oracle (ORCL) stake by 103% in Q2 2026, buying an estimated $2.22M and bringing the position to 24,134 shares worth $3.54M. The position accounts for 0.23% of the portfolio, ranked #61.

Abundance Wealth Counselors first reported a position in ORCL in Q2 2020 and has held it in 25 quarters since. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Abundance Wealth Counselors held 24,134 shares of Oracle worth $3.54M as of Q2 2026.
  • Abundance Wealth Counselors bought 12,267 Oracle shares in Q2 2026, an estimated $2.22M.
  • Oracle made up 0.23% of Abundance Wealth Counselors's portfolio in Q2 2026, its #61 holding.
  • Abundance Wealth Counselors first reported a position in Oracle in Q2 2020 and has held it in 25 quarters since.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.