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Cahaba Wealth Management’s Oracle ORCL Stock Holding History

Cahaba 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 		$467K Buy
3,187
+56
+2% +$10.1K 0.03% 107
2026
Q1 		$461K Buy
3,131
+22
+0.7% +$3.58K 0.03% 102
2025
Q4 		$606K Sell
3,109
-27
-0.9% -$6.43K 0.04% 82
2025
Q3 		$882K Sell
3,136
-17
-0.5% -$4.33K 0.06% 60
2025
Q2 		$689K Buy
3,153
+8
+0.3% +$1.29K 0.05% 71
2025
Q1 		$440K Buy
3,145
+476
+18% +$77.5K 0.04% 96
2024
Q4 		$445K Sell
2,669
-24
-0.9% -$4.26K 0.04% 95
2024
Q3 		$459K Buy
2,693
+25
+0.9% +$3.62K 0.04% 93
2024
Q2 		$377K Sell
2,668
-353
-12% -$43.8K 0.03% 101
2024
Q1 		$379K Buy
3,021
+190
+7% +$21.7K 0.03% 102
2023
Q4 		$298K Buy
2,831
+13
+0.5% +$1.42K 0.03% 109
2023
Q3 		$298K Buy
2,818
+2
+0.1% +$232 0.03% 107
2023
Q2 		$335K Buy
2,816
+3
+0.1% +$310 0.04% 103
2023
Q1 		$261K Buy
2,813
+2
+0.1% +$175 0.03% 116
2022
Q4 		$230K Buy
+2,811
New +$214K 0.03% 128
2022
Q2 		– Sell
-2,823
Closed -$207K – 139
2022
Q1 		$207K Buy
2,823
+14
+0.5% +$1.13K 0.03% 137
2021
Q4 		$245K Sell
2,809
-4
-0.1% -$376 0.03% 130
2021
Q3 		$245K Buy
+2,813
New +$248K 0.04% 119

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

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

Cahaba Wealth Management increased its Oracle (ORCL) stake by 1.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 3,187 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #107.

Cahaba Wealth Management first reported a position in ORCL in Q3 2021 and has held it in 18 quarters since. The position peaked at $882K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cahaba Wealth Management held 3,187 shares of Oracle worth $467K as of Q2 2026.
  • Cahaba Wealth Management bought 56 Oracle shares in Q2 2026, an estimated $10.1K.
  • Oracle made up 0.03% of Cahaba Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Cahaba Wealth Management first reported a position in Oracle in Q3 2021 and has held it in 18 quarters since.
  • Cahaba Wealth Management's Oracle position peaked at $882K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.