Balboa Wealth Partners’s Oracle ORCL Stock Holding History

Balboa 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	$1.53M	Sell	10,462 -203	-2%	-$36.8K	0.21%	78
2026 Q1	$1.57M	Sell	10,665 -697	-6%	-$113K	0.26%	66
2025 Q4	$2.21M	Sell	11,362 -1,147	-9%	-$273K	0.37%	50
2025 Q3	$3.52M	Buy	12,509 +4,873	+64%	+$1.24M	0.61%	31
2025 Q2	$1.67M	Buy	7,636 +1,035	+16%	+$167K	0.33%	58
2025 Q1	$923K	Sell	6,601 -14	-0.2%	-$2.28K	0.22%	82
2024 Q4	$1.1M	Buy	6,615 +1,076	+19%	+$191K	0.25%	71
2024 Q3	$944K	Buy	5,539 +1,117	+25%	+$162K	0.24%	83
2024 Q2	$624K	Buy	4,422 +2,149	+95%	+$267K	0.16%	110
2024 Q1	$286K	Buy	+2,273	New	+$260K	0.08%	171
2023 Q3	–	Sell	-2,064	Closed	-$246K	–	312
2023 Q2	$246K	Buy	+2,064	New	+$213K	0.09%	192

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 $3.38T AUM 44.17% 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

Balboa Wealth Partners's ORCL Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $36.8K and leaving 10,462 shares worth $1.53M. The position accounts for 0.21% of the portfolio, ranked #78.

Balboa Wealth Partners first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.52M in Q3 2025. 3,538 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Balboa Wealth Partners held 10,462 shares of Oracle worth $1.53M as of Q2 2026.
Balboa Wealth Partners sold 203 Oracle shares in Q2 2026, an estimated $36.8K.
Oracle made up 0.21% of Balboa Wealth Partners's portfolio in Q2 2026, its #78 holding.
Balboa Wealth Partners first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Balboa Wealth Partners's Oracle position peaked at $3.52M in Q3 2025.
3,538 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.