Cascade Wealth Advisors’s Oracle ORCL Stock Holding History

Cascade Wealth Advisors’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	$293K	Buy	1,995 +800	+67%	+$145K	0.12%	58
2026 Q1	$234K	Buy	+1,195	New	+$194K	0.1%	57

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 $3.37T AUM 44.26% 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

Cascade Wealth Advisors's ORCL Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Oracle (ORCL) stake by 67% in Q2 2026, buying an estimated $145K and bringing the position to 1,995 shares worth $293K. The position accounts for 0.12% of the portfolio, ranked #58.

Cascade Wealth Advisors first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cascade Wealth Advisors held 1,995 shares of Oracle worth $293K as of Q2 2026.
Cascade Wealth Advisors bought 800 Oracle shares in Q2 2026, an estimated $145K.
Oracle made up 0.12% of Cascade Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Cascade Wealth Advisors first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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