Alta Wealth Advisors’s Oracle ORCL Stock Holding History

Alta 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	$873K	Sell	5,959 -104	-2%	-$18.8K	0.24%	77
2026 Q1	$892K	Buy	6,063 +170	+3%	+$27.6K	0.29%	69
2025 Q4	$1.15M	Buy	5,893 +1,006	+21%	+$240K	0.38%	52
2025 Q3	$1.37M	Buy	4,887 +1,068	+28%	+$272K	0.49%	49
2025 Q2	$835K	Buy	3,819 +5	+0.1%	+$807	0.39%	44
2025 Q1	$533K	Buy	3,814 +19	+0.5%	+$3.09K	0.24%	76
2024 Q4	$632K	Buy	3,795 +11	+0.3%	+$1.95K	0.28%	71
2024 Q3	$645K	Buy	3,784 +1,203	+47%	+$174K	0.29%	72
2024 Q2	$364K	Buy	2,581 +4	+0.2%	+$497	0.18%	96
2024 Q1	$324K	Buy	2,577 +4	+0.2%	+$458	0.16%	103
2023 Q4	$271K	Buy	2,573 +5	+0.2%	+$546	0.15%	110
2023 Q3	$272K	Buy	+2,568	New	+$297K	0.17%	116

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

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

Alta Wealth Advisors reduced its Oracle (ORCL) stake by 1.7% in Q2 2026, selling an estimated $18.8K and leaving 5,959 shares worth $873K. The position accounts for 0.24% of the portfolio, ranked #77.

Alta Wealth Advisors first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alta Wealth Advisors held 5,959 shares of Oracle worth $873K as of Q2 2026.
Alta Wealth Advisors sold 104 Oracle shares in Q2 2026, an estimated $18.8K.
Oracle made up 0.24% of Alta Wealth Advisors's portfolio in Q2 2026, its #77 holding.
Alta Wealth Advisors first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
Alta Wealth Advisors's Oracle position peaked at $1.37M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.