Castle Wealth Management’s Oracle ORCL Stock Holding History

Castle 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	$1.22M	Buy	8,318 +17	+0.2%	+$3.08K	0.36%	58
2026 Q1	$1.22M	Buy	8,301 +533	+7%	+$86.6K	0.4%	57
2025 Q4	$1.51M	Sell	7,768 -392	-5%	-$93.3K	0.5%	49
2025 Q3	$2.29M	Sell	8,160 -1,454	-15%	-$370K	0.77%	40
2025 Q2	$2.1M	Sell	9,614 -189	-2%	-$30.5K	0.76%	39
2025 Q1	$1.37M	Buy	9,803 +1,252	+15%	+$204K	0.54%	49
2024 Q4	$1.42M	Sell	8,551 -673	-7%	-$120K	0.56%	46
2024 Q3	$1.57M	Buy	9,224 +402	+5%	+$58.2K	0.63%	42
2024 Q2	$1.25M	Buy	8,822 +957	+12%	+$119K	0.6%	45
2024 Q1	$988K	Buy	+7,865	New	+$900K	0.52%	53
2022 Q4	–	Sell	-1,346	Closed	-$82K	–	455
2022 Q3	$82K	Hold	1,346	–	–	0.05%	160
2022 Q2	$94K	Buy	+1,346	New	+$98.5K	0.05%	150

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

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

Castle Wealth Management increased its Oracle (ORCL) stake by 0.2% in Q2 2026, buying an estimated $3.08K and bringing the position to 8,318 shares worth $1.22M. The position accounts for 0.36% of the portfolio, ranked #58.

Castle Wealth Management first reported a position in ORCL in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.29M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Castle Wealth Management held 8,318 shares of Oracle worth $1.22M as of Q2 2026.
Castle Wealth Management bought 17 Oracle shares in Q2 2026, an estimated $3.08K.
Oracle made up 0.36% of Castle Wealth Management's portfolio in Q2 2026, its #58 holding.
Castle Wealth Management first reported a position in Oracle in Q2 2022 and has held it in 12 quarters since.
Castle Wealth Management's Oracle position peaked at $2.29M in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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