CWWM
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Clear Wave Wealth Management’s Oracle ORCL Stock Holding History

Clear Wave 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 		$289K Buy
1,970
+152
+8% +$27.5K 0.05% 140
2026
Q1 		$267K Buy
+1,818
New +$296K 0.06% 130

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

Clear Wave Wealth Management's ORCL Position: Q2 2026 in Review

Clear Wave Wealth Management increased its Oracle (ORCL) stake by 8.4% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,970 shares worth $289K. The position accounts for 0.05% of the portfolio, ranked #140.

Clear Wave Wealth Management first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Clear Wave Wealth Management held 1,970 shares of Oracle worth $289K as of Q2 2026.
  • Clear Wave Wealth Management bought 152 Oracle shares in Q2 2026, an estimated $27.5K.
  • Oracle made up 0.05% of Clear Wave Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Clear Wave Wealth Management first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.