CFM Wealth Partners’s Oracle ORCL Stock Holding History

CFM Wealth Partners’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	$205K	Buy	1,396 +2	+0.1%	+$362	0.03%	147
2026 Q1	$205K	Buy	1,394 +2	+0.1%	+$325	0.03%	141
2025 Q4	$271K	Buy	1,392 +1	+0.1%	+$238	0.04%	131
2025 Q3	$391K	Buy	1,391 +322	+30%	+$82K	0.06%	113
2025 Q2	$234K	Buy	+1,069	New	+$173K	0.04%	129
2020 Q3	–	Sell	-2,268	Closed	-$125K	–	370
2020 Q2	$125K	Hold	2,268	–	–	0.05%	179
2020 Q1	$110K	Sell	2,268 -335	-13%	-$17.3K	0.05%	187
2019 Q4	$144K	Buy	+2,603	New	+$143K	0.05%	171

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

CFM Wealth Partners's ORCL Position: Q2 2026 in Review

CFM Wealth Partners increased its Oracle (ORCL) stake by 0.14% in Q2 2026, buying an estimated $362 and bringing the position to 1,396 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #147.

CFM Wealth Partners first reported a position in ORCL in Q4 2019 and has held it in 8 quarters since. The position peaked at $391K in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CFM Wealth Partners held 1,396 shares of Oracle worth $205K as of Q2 2026.
CFM Wealth Partners bought 2 Oracle shares in Q2 2026, an estimated $362.
Oracle made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #147 holding.
CFM Wealth Partners first reported a position in Oracle in Q4 2019 and has held it in 8 quarters since.
CFM Wealth Partners's Oracle position peaked at $391K in Q3 2025.
3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.