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CWC Advisors’s Oracle ORCL Stock Holding History

CWC Advisors’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 		$419K Sell
2,859
-15
-0.5% -$2.72K 0.19% 111
2026
Q1 		$423K Buy
2,874
+73
+3% +$11.9K 0.2% 102
2025
Q4 		$546K Sell
2,801
-71
-2% -$16.9K 0.26% 89
2025
Q3 		$808K Sell
2,872
-334
-10% -$85.1K 0.4% 58
2025
Q2 		$701K Buy
3,206
+601
+23% +$97K 0.36% 64
2025
Q1 		$364K Buy
2,605
+10
+0.4% +$1.63K 0.21% 96
2024
Q4 		$432K Sell
2,595
-322
-11% -$57.2K 0.43% 64
2024
Q3 		$497K Buy
+2,917
New +$423K 0.49% 60

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

CWC Advisors's ORCL Position: Q2 2026 in Review

CWC Advisors reduced its Oracle (ORCL) stake by 0.52% in Q2 2026, selling an estimated $2.72K and leaving 2,859 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #111.

CWC Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $808K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CWC Advisors held 2,859 shares of Oracle worth $419K as of Q2 2026.
  • CWC Advisors sold 15 Oracle shares in Q2 2026, an estimated $2.72K.
  • Oracle made up 0.19% of CWC Advisors's portfolio in Q2 2026, its #111 holding.
  • CWC Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Oracle position peaked at $808K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.