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Angeles Wealth Management’s Oracle ORCL Stock Holding History

Angeles 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 		$1.57M Buy
10,681
+1,443
+16% +$262K 0.07% 113
2026
Q1 		$1.36M Buy
9,238
+2,128
+30% +$346K 0.07% 103
2025
Q4 		$1.39M Buy
7,110
+871
+14% +$207K 0.08% 101
2025
Q3 		$1.75M Buy
6,239
+347
+6% +$88.4K 0.11% 75
2025
Q2 		$1.29M Buy
5,892
+407
+7% +$65.7K 0.09% 81
2025
Q1 		$767K Buy
5,485
+255
+5% +$41.5K 0.06% 109
2024
Q4 		$872K Buy
5,230
+244
+5% +$43.3K 0.07% 99
2024
Q3 		$850K Sell
4,986
-75
-1% -$10.9K 0.07% 94
2024
Q2 		$715K Buy
5,061
+1,551
+44% +$193K 0.07% 101
2024
Q1 		$441K Buy
3,510
+484
+16% +$55.4K 0.04% 130
2023
Q4 		$319K Buy
3,026
+277
+10% +$30.2K 0.04% 148
2023
Q3 		$291K Buy
2,749
+10
+0.4% +$1.16K 0.04% 134
2023
Q2 		$326K Buy
2,739
+51
+2% +$5.27K 0.04% 134
2023
Q1 		$250K Sell
2,688
-56
-2% -$4.91K 0.04% 152
2022
Q4 		$224K Buy
+2,744
New +$209K 0.04% 159

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

Angeles Wealth Management's ORCL Position: Q2 2026 in Review

Angeles Wealth Management increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $262K and bringing the position to 10,681 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #113.

Angeles Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Angeles Wealth Management held 10,681 shares of Oracle worth $1.57M as of Q2 2026.
  • Angeles Wealth Management bought 1,443 Oracle shares in Q2 2026, an estimated $262K.
  • Oracle made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Angeles Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's Oracle position peaked at $1.75M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.