Atlas Wealth’s Oracle ORCL Stock Holding History

Atlas Wealth’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	$394K	Buy	2,687 +130	+5%	+$23.6K	0.06%	135
2026 Q1	$376K	Sell	2,557 -46	-2%	-$7.48K	0.11%	86
2025 Q4	$507K	Sell	2,603 -282	-10%	-$67.1K	0.15%	72
2025 Q3	$811K	Sell	2,885 -195	-6%	-$49.7K	0.26%	60
2025 Q2	$674K	Hold	3,080	–	–	0.25%	59
2025 Q1	$431K	Buy	3,080 +64	+2%	+$10.4K	0.17%	62
2024 Q4	$503K	Sell	3,016 -166	-5%	-$29.5K	0.19%	57
2024 Q3	$542K	Sell	3,182 -3,182	-50%	-$461K	0.23%	52
2024 Q2	$919K	Buy	6,364 +3,182	+100%	+$395K	0.11%	110
2024 Q1	$400K	Hold	3,182	–	–	0.2%	57
2023 Q4	$337K	Hold	3,182	–	–	0.18%	57
2023 Q3	$337K	Hold	3,182	–	–	0.06%	134
2023 Q2	$384K	Sell	3,182 -60	-2%	-$6.2K	0.07%	132
2023 Q1	$301K	Sell	3,242 -608	-16%	-$53.3K	0.06%	147
2022 Q4	$315K	Buy	+3,850	New	+$293K	0.08%	94

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

Atlas Wealth's ORCL Position: Q2 2026 in Review

Atlas Wealth increased its Oracle (ORCL) stake by 5.1% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,687 shares worth $394K. The position accounts for 0.06% of the portfolio, ranked #135.

Atlas Wealth first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $919K in Q2 2024. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Atlas Wealth held 2,687 shares of Oracle worth $394K as of Q2 2026.
Atlas Wealth bought 130 Oracle shares in Q2 2026, an estimated $23.6K.
Oracle made up 0.06% of Atlas Wealth's portfolio in Q2 2026, its #135 holding.
Atlas Wealth first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Atlas Wealth's Oracle position peaked at $919K in Q2 2024.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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