Alvarez & Marsal Private Wealth Partners’s Oracle ORCL Stock Holding History

Alvarez & Marsal Private Wealth Partners’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	-3,281	Closed	-$483K	–	166
2026 Q1	$483K	Buy	3,281 +2,236	+214%	+$363K	0.07%	73
2025 Q4	$204K	Buy	+1,045	New	+$249K	0.04%	89

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

Alvarez & Marsal Private Wealth Partners's ORCL Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,281 shares — an estimated $483K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in ORCL in Q4 2025 and held it in 2 quarters. The position peaked at $483K in Q1 2026. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alvarez & Marsal Private Wealth Partners reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Alvarez & Marsal Private Wealth Partners sold 3,281 Oracle shares in Q2 2026, an estimated $483K.
Alvarez & Marsal Private Wealth Partners first reported a position in Oracle in Q4 2025 and held it in 2 quarters.
Alvarez & Marsal Private Wealth Partners's Oracle position peaked at $483K in Q1 2026.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.