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CreativeOne Wealth’s Oracle ORCL Stock Holding History

CreativeOne Wealth’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 		$3.82M Buy
26,072
+804
+3% +$146K 0.08% 233
2026
Q1 		$3.72M Sell
25,268
-392
-2% -$63.7K 0.09% 223
2025
Q4 		$5M Buy
25,660
+11
+0% +$2.62K 0.12% 151
2025
Q3 		$7.21M Buy
25,649
+3,438
+15% +$876K 0.18% 99
2025
Q2 		$4.86M Buy
22,211
+2,634
+13% +$425K 0.13% 158
2025
Q1 		$2.74M Sell
19,577
-2,463
-11% -$401K 0.08% 236
2024
Q4 		$3.67M Buy
22,040
+5,836
+36% +$1.04M 0.11% 172
2024
Q3 		$2.76M Buy
16,204
+4,132
+34% +$599K 0.09% 210
2024
Q2 		$1.71M Buy
12,072
+2,653
+28% +$329K 0.09% 218
2024
Q1 		$1.18M Buy
9,419
+3,056
+48% +$350K 0.05% 343
2023
Q4 		$670K Buy
6,363
+2,253
+55% +$246K 0.04% 313
2023
Q3 		$435K Sell
4,110
-1,282
-24% -$148K 0.03% 358
2023
Q2 		$642K Buy
5,392
+317
+6% +$32.8K 0.03% 425
2023
Q1 		$472K Buy
5,075
+839
+20% +$73.6K 0.02% 485
2022
Q4 		$346K Sell
4,236
-730
-15% -$55.5K 0.02% 535
2022
Q3 		$303K Buy
4,966
+1,219
+33% +$89.2K 0.02% 543
2022
Q2 		$262K Sell
3,747
-893
-19% -$65.4K 0.01% 602
2022
Q1 		$384K Buy
4,640
+497
+12% +$40.3K 0.02% 508
2021
Q4 		$361K Buy
4,143
+98
+2% +$9.2K 0.02% 542
2021
Q3 		$352K Buy
4,045
+439
+12% +$38.8K 0.02% 507
2021
Q2 		$281K Sell
3,606
-1,945
-35% -$152K 0.02% 552
2021
Q1 		$389K Buy
5,551
+461
+9% +$29.8K 0.03% 391
2020
Q4 		$329K Buy
+5,090
New +$303K 0.03% 356

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

CreativeOne Wealth's ORCL Position: Q2 2026 in Review

CreativeOne Wealth increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $146K and bringing the position to 26,072 shares worth $3.82M. The position accounts for 0.08% of the portfolio, ranked #233.

CreativeOne Wealth first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.21M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CreativeOne Wealth held 26,072 shares of Oracle worth $3.82M as of Q2 2026.
  • CreativeOne Wealth bought 804 Oracle shares in Q2 2026, an estimated $146K.
  • Oracle made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #233 holding.
  • CreativeOne Wealth first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • CreativeOne Wealth's Oracle position peaked at $7.21M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.