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Curated Wealth Partners’s Oracle ORCL Stock Holding History

Curated Wealth Partners’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 		$402K Sell
2,742
-896
-25% -$162K 0.05% 132
2026
Q1 		$535K Buy
3,638
+985
+37% +$160K 0.07% 110
2025
Q4 		$517K Sell
2,653
-64
-2% -$15.2K 0.06% 117
2025
Q3 		$764K Buy
+2,717
New +$692K 0.09% 73

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

Curated Wealth Partners's ORCL Position: Q2 2026 in Review

Curated Wealth Partners reduced its Oracle (ORCL) stake by 25% in Q2 2026, selling an estimated $162K and leaving 2,742 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #132.

Curated Wealth Partners first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $764K in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Curated Wealth Partners held 2,742 shares of Oracle worth $402K as of Q2 2026.
  • Curated Wealth Partners sold 896 Oracle shares in Q2 2026, an estimated $162K.
  • Oracle made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Curated Wealth Partners first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Curated Wealth Partners's Oracle position peaked at $764K in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.