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Cherrydale Wealth Management’s Oracle ORCL Stock Holding History

Cherrydale 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 		$221K Buy
1,511
+17
+1% +$3.08K 0.06% 78
2026
Q1 		$220K Sell
1,494
-27
-2% -$4.39K 0.07% 67
2025
Q4 		$296K Hold
1,521
– – 0.09% 56
2025
Q3 		$428K Hold
1,521
– – 0.13% 49
2025
Q2 		$333K Sell
1,521
-2
-0.1% -$323 0.12% 52
2025
Q1 		$213K Sell
1,523
-12
-0.8% -$1.95K 0.08% 65
2024
Q4 		$256K Hold
1,535
– – 0.1% 57
2024
Q3 		$262K Hold
1,535
– – 0.11% 53
2024
Q2 		$217K Buy
+1,535
New +$191K 0.1% 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

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

Cherrydale Wealth Management increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $3.08K and bringing the position to 1,511 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #78.

Cherrydale Wealth Management first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $428K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cherrydale Wealth Management held 1,511 shares of Oracle worth $221K as of Q2 2026.
  • Cherrydale Wealth Management bought 17 Oracle shares in Q2 2026, an estimated $3.08K.
  • Oracle made up 0.06% of Cherrydale Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Cherrydale Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Cherrydale Wealth Management's Oracle position peaked at $428K in Q3 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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