Cherry Tree Wealth Management’s Oracle ORCL Stock Holding History

Cherry Tree 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	$50K	Sell	341 -26	-7%	-$4.71K	0.01%	277
2026 Q1	$54K	Hold	367	–	–	0.01%	260
2025 Q4	$71.5K	Sell	367 -46	-11%	-$11K	0.02%	238
2025 Q3	$116K	Hold	413	–	–	0.03%	208
2025 Q2	$90.3K	Sell	413 -85	-17%	-$13.7K	0.02%	226
2025 Q1	$69.6K	Hold	498	–	–	0.02%	236
2024 Q4	$83K	Hold	498	–	–	0.02%	226
2024 Q3	$84.9K	Hold	498	–	–	0.02%	229
2024 Q2	$70.3K	Sell	498 -97	-16%	-$12K	0.02%	233
2024 Q1	$74.7K	Buy	595 +22	+4%	+$2.52K	0.02%	226
2023 Q4	$60.4K	Buy	573 +205	+56%	+$22.4K	0.02%	230
2023 Q3	$39K	Hold	368	–	–	0.01%	245
2023 Q2	$43.8K	Buy	+368	New	+$38K	0.01%	238

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 $3.38T AUM 44.17% 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

Cherry Tree Wealth Management's ORCL Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Oracle (ORCL) stake by 7.1% in Q2 2026, selling an estimated $4.71K and leaving 341 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #277.

Cherry Tree Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $116K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cherry Tree Wealth Management held 341 shares of Oracle worth $50K as of Q2 2026.
Cherry Tree Wealth Management sold 26 Oracle shares in Q2 2026, an estimated $4.71K.
Oracle made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #277 holding.
Cherry Tree Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Oracle position peaked at $116K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.