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Center for Wealth Management Advisory’s Oracle ORCL Stock Holding History

Center for Wealth Management Advisory’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 		$238K Buy
+1,624
New +$294K 0.15% 61
2026
Q1 		– Sell
-1,200
Closed -$234K – 66
2025
Q4 		$234K Buy
+1,200
New +$286K 0.17% 56

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 $3.37T AUM 44.26% 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

Center for Wealth Management Advisory's ORCL Position: Q2 2026 in Review

Center for Wealth Management Advisory opened a new position in Oracle (ORCL) in Q2 2026: 1,624 shares worth $238K. The stake represents 0.15% of the portfolio and ranks #61 among its holdings. This is a return to the name: Center for Wealth Management Advisory previously reported a position in ORCL as recently as Q4 2025.

Center for Wealth Management Advisory first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Center for Wealth Management Advisory held 1,624 shares of Oracle worth $238K as of Q2 2026.
  • Oracle was a new Center for Wealth Management Advisory position in Q2 2026.
  • Oracle made up 0.15% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #61 holding.
  • Center for Wealth Management Advisory first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.