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Copia Wealth Management’s Oracle ORCL Stock Holding History

Copia 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 		$153K Sell
1,041
-100
-9% -$18.1K 0.09% 128
2026
Q1 		$168K Hold
1,141
– – 0.12% 116
2025
Q4 		$222K Sell
1,141
-220
-16% -$52.4K 0.16% 94
2025
Q3 		$383K Sell
1,361
-9
-0.7% -$2.29K 0.28% 73
2025
Q2 		$300K Sell
1,370
-6
-0.4% -$969 0.25% 75
2025
Q1 		$192K Buy
1,376
+1,301
+1,735% +$212K 0.18% 88
2024
Q4 		$12.5K Buy
+75
New +$13.3K 0.01% 240

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

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

Copia Wealth Management reduced its Oracle (ORCL) stake by 8.8% in Q2 2026, selling an estimated $18.1K and leaving 1,041 shares worth $153K. The position accounts for 0.09% of the portfolio, ranked #128.

Copia Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $383K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Copia Wealth Management held 1,041 shares of Oracle worth $153K as of Q2 2026.
  • Copia Wealth Management sold 100 Oracle shares in Q2 2026, an estimated $18.1K.
  • Oracle made up 0.09% of Copia Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Copia Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Oracle position peaked at $383K in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.