CPWA LLC’s Oracle ORCL Stock Holding History

CPWA LLC’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	$301K	Buy	2,054 +55	+3%	+$9.97K	0.35%	65
2026 Q1	$387K	Buy	+1,999	New	+$325K	0.46%	51

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 $3.37T AUM 44.26% 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

CPWA LLC's ORCL Position: Q2 2026 in Review

CPWA LLC increased its Oracle (ORCL) stake by 2.8% in Q2 2026, buying an estimated $9.97K and bringing the position to 2,054 shares worth $301K. The position accounts for 0.35% of the portfolio, ranked #65.

CPWA LLC first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $387K in Q1 2026. 3,501 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CPWA LLC held 2,054 shares of Oracle worth $301K as of Q2 2026.
CPWA LLC bought 55 Oracle shares in Q2 2026, an estimated $9.97K.
Oracle made up 0.35% of CPWA LLC's portfolio in Q2 2026, its #65 holding.
CPWA LLC first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
CPWA LLC's Oracle position peaked at $387K in Q1 2026.
3,501 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.