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Axxcess Wealth Management’s Oracle ORCL Stock Holding History

Axxcess 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
Q1 		– Hold
0
– -$14M – 795
2025
Q4 		– Hold
0
– – – 79

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

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

Axxcess Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 53,526 shares worth $7.84M. The stake represents 0.12% of the portfolio and ranks #162 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ORCL as recently as Q3 2025.

Axxcess Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $19.5M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Axxcess Wealth Management held 53,526 shares of Oracle worth $7.84M as of Q2 2026.
  • Oracle was a new Axxcess Wealth Management position in Q2 2026.
  • Oracle made up 0.12% of Axxcess Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Axxcess Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Axxcess Wealth Management's Oracle position peaked at $19.5M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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