CWM
ORCL icon

Consultiva Wealth Management’s Oracle ORCL Stock Holding History

Consultiva 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 		$18.8K Hold
128
– – 0.04% 188
2026
Q1 		$18.8K Hold
128
– – 0.05% 168
2025
Q4 		$24.9K Sell
128
-285
-69% -$67.9K 0.07% 135
2025
Q3 		$116K Hold
413
– – 0.33% 50
2025
Q2 		$90.3K Hold
413
– – 0.28% 62
2025
Q1 		$57.7K Hold
413
– – 0.2% 82
2024
Q4 		$68.8K Buy
+413
New +$73.4K 0.35% 47

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 $3.38T AUM 44.17% 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

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

Consultiva Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 128 shares worth $18.8K. The position accounts for 0.04% of the portfolio, ranked #188.

Consultiva Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Consultiva Wealth Management held 128 shares of Oracle worth $18.8K as of Q2 2026.
  • Consultiva Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.04% of Consultiva Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Consultiva Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Consultiva 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 Consultiva Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.