CW
ORCL icon

Curio Wealth’s Oracle ORCL Stock Holding History

Curio 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 		– Sell
-1,046
Closed -$154K – 816
2026
Q1 		$154K Buy
1,046
+8
+0.8% +$1.3K 0.05% 82
2025
Q4 		$205K Hold
1,038
– – 0.07% 76
2025
Q3 		$292K Hold
1,038
– – 0.12% 56
2025
Q2 		$227K Buy
1,038
+1,037
+103,700% +$167K 0.1% 67
2025
Q1 		$173K Sell
1
-1,037
-100% -$169K 0.09% 77
2024
Q4 		$173K Buy
+1,038
New +$184K 0.09% 71

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 $3.38T AUM 44.17% 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

Curio Wealth's ORCL Position: Q2 2026 in Review

Curio Wealth sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,046 shares — an estimated $154K sold.

Curio Wealth first reported a position in ORCL in Q4 2024 and held it in 6 quarters. The position peaked at $292K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Curio Wealth reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,046 Oracle shares in Q2 2026, an estimated $154K.
  • Curio Wealth first reported a position in Oracle in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Oracle position peaked at $292K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.