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Ariadne Wealth Management’s Oracle ORCL Stock Holding History

Ariadne 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 		$867K Sell
5,918
-357
-6% -$64.7K 0.38% 65
2026
Q1 		$923K Buy
6,275
+184
+3% +$29.9K 0.41% 55
2025
Q4 		$953K Buy
6,091
+146
+2% +$34.8K 0.39% 58
2025
Q3 		$1.29M Sell
5,945
-65
-1% -$16.6K 0.58% 41
2025
Q2 		$1.47M Buy
6,010
+192
+3% +$31K 0.7% 34
2025
Q1 		$875K Sell
5,818
-701
-11% -$114K 0.46% 57
2024
Q4 		$1.17M Buy
6,519
+351
+6% +$62.4K 0.53% 44
2024
Q3 		$1.15M Buy
+6,168
New +$893K 0.63% 39

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

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

Ariadne Wealth Management reduced its Oracle (ORCL) stake by 5.7% in Q2 2026, selling an estimated $64.7K and leaving 5,918 shares worth $867K. The position accounts for 0.38% of the portfolio, ranked #65.

Ariadne Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q2 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ariadne Wealth Management held 5,918 shares of Oracle worth $867K as of Q2 2026.
  • Ariadne Wealth Management sold 357 Oracle shares in Q2 2026, an estimated $64.7K.
  • Oracle made up 0.38% of Ariadne Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Ariadne Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Ariadne Wealth Management's Oracle position peaked at $1.47M in Q2 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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