Alpine Bank Wealth Management’s Oracle ORCL Stock Holding History

Alpine Bank Wealth Management’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	$2.19M	Sell	14,913 -5	-0%	-$906	0.28%	58
2026 Q1	$2.19M	Sell	14,918 -109	-0.7%	-$17.7K	0.32%	50
2025 Q4	$2.93M	Buy	15,027 +129	+0.9%	+$30.7K	0.41%	38
2025 Q3	$4.19M	Buy	14,898 +351	+2%	+$89.4K	0.59%	28
2025 Q2	$3.18M	Buy	14,547 +86	+0.6%	+$13.9K	0.48%	34
2025 Q1	$2.02M	Buy	+14,461	New	+$2.35M	0.32%	46
2024 Q3	$2.56M	Buy	+15,042	New	+$2.18M	0.41%	35

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

Alpine Bank Wealth Management's ORCL Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Oracle (ORCL) stake by 0.03% in Q2 2026, selling an estimated $906 and leaving 14,913 shares worth $2.19M. The position accounts for 0.28% of the portfolio, ranked #58.

Alpine Bank Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.19M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alpine Bank Wealth Management held 14,913 shares of Oracle worth $2.19M as of Q2 2026.
Alpine Bank Wealth Management sold 5 Oracle shares in Q2 2026, an estimated $906.
Oracle made up 0.28% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #58 holding.
Alpine Bank Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Oracle position peaked at $4.19M in Q3 2025.
3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.