Alaethes Wealth’s Oracle ORCL Stock Holding History

Alaethes 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	–	Sell	-13,953	Closed	-$2.05M	–	118
2026 Q1	$2.05M	Buy	13,953 +322	+2%	+$52.3K	0.58%	52
2025 Q4	$2.66M	Sell	13,631 -25	-0.2%	-$5.95K	0.75%	37
2025 Q3	$3.84M	Sell	13,656 -2,848	-17%	-$725K	1.09%	18
2025 Q2	$3.61M	Buy	16,504 +374	+2%	+$60.4K	1.08%	18
2025 Q1	$2.26M	Buy	16,130 +231	+1%	+$37.6K	0.83%	38
2024 Q4	$2.65M	Sell	15,899 -667	-4%	-$118K	0.95%	27
2024 Q3	$2.82M	Buy	16,566 +1,319	+9%	+$191K	1.04%	22
2024 Q2	$2.15M	Buy	15,247 +385	+3%	+$47.8K	0.89%	33
2024 Q1	$1.87M	Buy	14,862 +2,009	+16%	+$230K	0.82%	46
2023 Q4	$1.36M	Buy	12,853 +901	+8%	+$98.3K	0.64%	64
2023 Q3	$1.27M	Buy	+11,952	New	+$1.38M	0.69%	61
2022 Q2	–	Sell	-210	Closed	-$17K	–	243
2022 Q1	$17K	Hold	210	–	–	0.01%	187
2021 Q4	$18K	Hold	210	–	–	0.01%	173
2021 Q3	$18K	Hold	210	–	–	0.01%	167
2021 Q2	$16K	Buy	+210	New	+$16.4K	0.01%	166

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 $3.37T AUM 44.26% 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

Alaethes Wealth's ORCL Position: Q2 2026 in Review

Alaethes Wealth sold out of Oracle (ORCL) in Q2 2026, closing a stake of 13,953 shares — an estimated $2.05M sold.

Alaethes Wealth first reported a position in ORCL in Q2 2021 and held it in 15 quarters. The position peaked at $3.84M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alaethes Wealth reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Alaethes Wealth sold 13,953 Oracle shares in Q2 2026, an estimated $2.05M.
Alaethes Wealth first reported a position in Oracle in Q2 2021 and held it in 15 quarters.
Alaethes Wealth's Oracle position peaked at $3.84M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.