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CM Wealth Advisors’s Oracle ORCL Stock Holding History

CM Wealth Advisors’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 		$215K Buy
+1,467
New +$266K 0.04% 179
2026
Q1 		– Sell
-1,120
Closed -$218K – 150
2025
Q4 		$218K Buy
+1,120
New +$267K 0.05% 134
2025
Q2 		– Sell
-1,496
Closed -$209K – 85
2025
Q1 		$209K Hold
1,496
– – 0.07% 83
2024
Q4 		$249K Hold
1,496
– – 0.08% 76
2024
Q3 		$255K Hold
1,496
– – 0.08% 78
2024
Q2 		$211K Buy
+1,496
New +$186K 0.1% 70

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

CM Wealth Advisors's ORCL Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,467 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in ORCL as recently as Q4 2025.

CM Wealth Advisors first reported a position in ORCL in Q2 2024 and has held it in 6 quarters since. The position peaked at $255K in Q3 2024. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CM Wealth Advisors held 1,467 shares of Oracle worth $215K as of Q2 2026.
  • Oracle was a new CM Wealth Advisors position in Q2 2026.
  • Oracle made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • CM Wealth Advisors first reported a position in Oracle in Q2 2024 and has held it in 6 quarters since.
  • CM Wealth Advisors's Oracle position peaked at $255K in Q3 2024.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.