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Bullock Wealth Management’s Oracle ORCL Stock Holding History

Bullock 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 		$461K Buy
3,233
+274
+9% +$49.7K 0.2% 108
2026
Q1 		$430K Buy
2,959
+41
+1% +$6.67K 0.22% 100
2025
Q4 		$569K Buy
2,918
+340
+13% +$81K 0.28% 85
2025
Q3 		$745K Sell
2,578
-74
-3% -$18.8K 0.37% 68
2025
Q2 		$581K Sell
2,652
-60
-2% -$9.69K 0.31% 78
2025
Q1 		$385K Sell
2,712
-167
-6% -$27.2K 0.22% 103
2024
Q4 		$480K Sell
2,879
-391
-12% -$69.5K 0.28% 75
2024
Q3 		$547K Buy
3,270
+114
+4% +$16.5K 0.33% 73
2024
Q2 		$452K Buy
3,156
+98
+3% +$12.2K 0.3% 79
2024
Q1 		$384K Buy
+3,058
New +$350K 0.26% 90

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its Oracle (ORCL) stake by 9.3% in Q2 2026, buying an estimated $49.7K and bringing the position to 3,233 shares worth $461K. The position accounts for 0.2% of the portfolio, ranked #108.

Bullock Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $745K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bullock Wealth Management held 3,233 shares of Oracle worth $461K as of Q2 2026.
  • Bullock Wealth Management bought 274 Oracle shares in Q2 2026, an estimated $49.7K.
  • Oracle made up 0.2% of Bullock Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Bullock Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Oracle position peaked at $745K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.