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Cauble & Harre Wealth Management’s Oracle ORCL Stock Holding History

Cauble & Harre 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 		$286K Hold
1,954
– – 0.23% 63
2026
Q1 		$365K Hold
1,954
– – 0.29% 58
2025
Q4 		$381K Buy
+1,954
New +$465K 0.32% 47

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

Cauble & Harre Wealth Management's ORCL Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 1,954 shares worth $286K. The position accounts for 0.23% of the portfolio, ranked #63.

Cauble & Harre Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $381K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cauble & Harre Wealth Management held 1,954 shares of Oracle worth $286K as of Q2 2026.
  • Cauble & Harre Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.23% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cauble & Harre Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's Oracle position peaked at $381K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.