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BlackDiamond Wealth Management’s Oracle ORCL Stock Holding History

BlackDiamond 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 		$580K Buy
3,842
+690
+22% +$125K 0.23% 98
2026
Q1 		$464K Buy
3,152
+320
+11% +$52K 0.22% 99
2025
Q4 		$443K Buy
2,832
+366
+15% +$87.1K 0.22% 96
2025
Q3 		$694K Buy
2,466
+17
+0.7% +$4.33K 0.38% 53
2025
Q2 		$536K Buy
2,449
+82
+3% +$13.2K 0.31% 61
2025
Q1 		$356K Buy
2,367
+126
+6% +$20.5K 0.24% 78
2024
Q4 		$373K Buy
2,241
+117
+6% +$20.8K 0.22% 99
2024
Q3 		$403K Buy
2,124
+283
+15% +$41K 0.24% 94
2024
Q2 		$237K Buy
1,841
+126
+7% +$15.6K 0.16% 127
2024
Q1 		$215K Sell
1,715
-246
-13% -$28.2K 0.15% 137
2023
Q4 		$228K Buy
+1,961
New +$214K 0.17% 127

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

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

BlackDiamond Wealth Management increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $125K and bringing the position to 3,842 shares worth $580K. The position accounts for 0.23% of the portfolio, ranked #98.

BlackDiamond Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BlackDiamond Wealth Management held 3,842 shares of Oracle worth $580K as of Q2 2026.
  • BlackDiamond Wealth Management bought 690 Oracle shares in Q2 2026, an estimated $125K.
  • Oracle made up 0.23% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #98 holding.
  • BlackDiamond Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • BlackDiamond Wealth Management's Oracle position peaked at $694K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.