CWMP
ORCL icon

Clarion Wealth Managment Partners’s Oracle ORCL Stock Holding History

Clarion Wealth Managment 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 		$523K Buy
3,565
+1
+0% +$181 0.42% 53
2026
Q1 		$524K Hold
3,564
– – 0.48% 51
2025
Q4 		$695K Buy
3,564
+1
+0% +$238 0.64% 42
2025
Q3 		$1M Buy
3,563
+51
+1% +$13K 0.99% 31
2025
Q2 		$768K Buy
+3,512
New +$567K 0.84% 36

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

Clarion Wealth Managment Partners's ORCL Position: Q2 2026 in Review

Clarion Wealth Managment Partners increased its Oracle (ORCL) stake by 0.03% in Q2 2026, buying an estimated $181 and bringing the position to 3,565 shares worth $523K. The position accounts for 0.42% of the portfolio, ranked #53.

Clarion Wealth Managment Partners first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Clarion Wealth Managment Partners held 3,565 shares of Oracle worth $523K as of Q2 2026.
  • Clarion Wealth Managment Partners bought 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.42% of Clarion Wealth Managment Partners's portfolio in Q2 2026, its #53 holding.
  • Clarion Wealth Managment Partners first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Clarion Wealth Managment Partners's Oracle position peaked at $1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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