APW
ORCL icon

Alliance Private Wealth’s Oracle ORCL Stock Holding History

Alliance Private 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 		$1.37M Sell
9,346
-309
-3% -$56K 0.48% 51
2026
Q1 		$1.42M Buy
9,655
+471
+5% +$76.6K 0.51% 44
2025
Q4 		$1.42M Buy
+9,184
New +$2.19M 0.49% 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

Alliance Private Wealth's ORCL Position: Q2 2026 in Review

Alliance Private Wealth reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $56K and leaving 9,346 shares worth $1.37M. The position accounts for 0.48% of the portfolio, ranked #51.

Alliance Private Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q4 2025. 3,512 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Alliance Private Wealth held 9,346 shares of Oracle worth $1.37M as of Q2 2026.
  • Alliance Private Wealth sold 309 Oracle shares in Q2 2026, an estimated $56K.
  • Oracle made up 0.48% of Alliance Private Wealth's portfolio in Q2 2026, its #51 holding.
  • Alliance Private Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Alliance Private Wealth's Oracle position peaked at $1.42M in Q4 2025.
  • 3,512 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.