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Buckingham Strategic Wealth’s Oracle ORCL Stock Holding History

Buckingham Strategic 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
2024
Q2 		$1.03K Buy
+100
New +$12.4K ﹤0.01% 790

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buckingham Strategic Wealth's ORCL Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Oracle (ORCL) stake by 3.3% in Q2 2024, buying an estimated $153K and bringing the position to 38,505 shares worth $5.44M. The position accounts for 0.06% of the portfolio, ranked #138.

Buckingham Strategic Wealth first reported a position in ORCL in Q2 2013 and has held it in 45 quarters since. The position peaked at $5.55M in Q2 2023. 2,915 funds tracked by Wall St. Rank hold ORCL as of Q2 2024.

  • Buckingham Strategic Wealth held 38,505 shares of Oracle worth $5.44M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,236 Oracle shares in Q2 2024, an estimated $153K.
  • Oracle made up 0.06% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #138 holding.
  • Buckingham Strategic Wealth first reported a position in Oracle in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's Oracle position peaked at $5.55M in Q2 2023.
  • 2,915 funds tracked by Wall St. Rank held Oracle as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.