Correct Capital Wealth Management’s Oracle ORCL Stock Holding History

Correct Capital 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	$1.14M	Sell	7,749 -1,658	-18%	-$300K	0.2%	55
2026 Q1	$1.38M	Buy	9,407 +3,524	+60%	+$573K	0.26%	47
2025 Q4	$1.15M	Sell	5,883 -295	-5%	-$70.2K	0.21%	54
2025 Q3	$1.74M	Buy	6,178 +2,476	+67%	+$631K	0.29%	46
2025 Q2	$809K	Sell	3,702 -37	-1%	-$5.97K	0.12%	66
2025 Q1	$523K	Buy	3,739 +109	+3%	+$17.7K	0.08%	78
2024 Q4	$605K	Buy	3,630 +98	+3%	+$17.4K	0.12%	67
2024 Q3	$602K	Buy	3,532 +281	+9%	+$40.7K	0.13%	68
2024 Q2	$459K	Buy	3,251 +123	+4%	+$15.3K	0.11%	80
2024 Q1	$393K	Buy	3,128 +178	+6%	+$20.4K	0.09%	95
2023 Q4	$311K	Buy	+2,950	New	+$322K	0.08%	98

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Correct Capital Wealth Management's ORCL Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $300K and leaving 7,749 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #55.

Correct Capital Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Correct Capital Wealth Management held 7,749 shares of Oracle worth $1.14M as of Q2 2026.
Correct Capital Wealth Management sold 1,658 Oracle shares in Q2 2026, an estimated $300K.
Oracle made up 0.2% of Correct Capital Wealth Management's portfolio in Q2 2026, its #55 holding.
Correct Capital Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Correct Capital Wealth Management's Oracle position peaked at $1.74M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.