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Acumen Wealth Advisors’s Oracle ORCL Stock Holding History

Acumen Wealth Advisors’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 		$101K Sell
686
-222
-24% -$40.2K 0.02% 125
2026
Q1 		$134K Sell
908
-16
-2% -$2.6K 0.04% 111
2025
Q4 		$180K Buy
+924
New +$220K 0.05% 73

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

Acumen Wealth Advisors's ORCL Position: Q2 2026 in Review

Acumen Wealth Advisors reduced its Oracle (ORCL) stake by 24% in Q2 2026, selling an estimated $40.2K and leaving 686 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #125.

Acumen Wealth Advisors first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Acumen Wealth Advisors held 686 shares of Oracle worth $101K as of Q2 2026.
  • Acumen Wealth Advisors sold 222 Oracle shares in Q2 2026, an estimated $40.2K.
  • Oracle made up 0.02% of Acumen Wealth Advisors's portfolio in Q2 2026, its #125 holding.
  • Acumen Wealth Advisors first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Oracle position peaked at $180K in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.