Adapt Wealth Advisors’s Oracle ORCL Stock Holding History

Adapt 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	$273K	Hold	1,861	–	–	0.09%	80
2026 Q1	$274K	Sell	1,861 -7	-0.4%	-$1.14K	0.1%	83
2025 Q4	$364K	Hold	1,868	–	–	0.13%	72
2025 Q3	$525K	Buy	1,868 +7	+0.4%	+$1.78K	0.19%	63
2025 Q2	$407K	Hold	1,861	–	–	0.18%	43
2025 Q1	$260K	Hold	1,861	–	–	0.13%	53
2024 Q4	$310K	Hold	1,861	–	–	0.15%	58
2024 Q3	$317K	Hold	1,861	–	–	0.17%	53
2024 Q2	$263K	Sell	1,861 -695	-27%	-$86.3K	0.16%	56
2024 Q1	$321K	Buy	+2,556	New	+$293K	0.23%	40

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Adapt Wealth Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,861 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #80.

Adapt Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $525K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Adapt Wealth Advisors held 1,861 shares of Oracle worth $273K as of Q2 2026.
Adapt Wealth Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.09% of Adapt Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Adapt Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Adapt Wealth Advisors's Oracle position peaked at $525K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Adapt Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.