CFA
ORCL icon

CWS Financial Advisors’s Oracle ORCL Stock Holding History

CWS Financial 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 		$219K Hold
1,494
– – 0.05% 165
2026
Q1 		$220K Buy
1,494
+14
+0.9% +$2.28K 0.06% 144
2025
Q4 		$288K Hold
1,480
– – 0.08% 118
2025
Q3 		$416K Buy
1,480
+1
+0.1% +$255 0.12% 98
2025
Q2 		$323K Sell
1,479
-227
-13% -$36.7K 0.09% 106
2025
Q1 		$238K Buy
1,706
+500
+41% +$81.4K 0.08% 120
2024
Q4 		$201K Buy
+1,206
New +$214K 0.07% 124
2024
Q1 		– Sell
-3,622
Closed -$382K – 137
2023
Q4 		$382K Sell
3,622
-858
-19% -$93.6K 0.14% 107
2023
Q3 		$475K Sell
4,480
-254
-5% -$29.4K 0.19% 83
2023
Q2 		$564K Sell
4,734
-1,517
-24% -$157K 0.21% 71
2023
Q1 		$581K Buy
6,251
+568
+10% +$49.8K 0.23% 71
2022
Q4 		$399K Sell
5,683
-354
-6% -$26.9K 0.17% 90
2022
Q3 		$369K Buy
6,037
+16
+0.3% +$1.17K 0.18% 93
2022
Q2 		$421K Buy
6,021
+27
+0.5% +$1.98K 0.19% 89
2022
Q1 		$496K Sell
5,994
-2
-0% -$162 0.19% 84
2021
Q4 		$523K Buy
+5,996
New +$563K 0.18% 78
2021
Q2 		$442K Hold
5,683
– – 0.18% 87
2021
Q1 		$399K Hold
5,683
– – 0.17% 90
2020
Q4 		$368K Sell
5,683
-12
-0.2% -$714 0.21% 86
2020
Q3 		$340K Hold
5,695
– – 0.23% 86
2020
Q2 		$315K Buy
+5,695
New +$302K 0.23% 91

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

CWS Financial Advisors's ORCL Position: Q2 2026 in Review

CWS Financial Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,494 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #165.

CWS Financial Advisors first reported a position in ORCL in Q2 2020 and has held it in 21 quarters since. The position peaked at $581K in Q1 2023. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CWS Financial Advisors held 1,494 shares of Oracle worth $219K as of Q2 2026.
  • CWS Financial Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • CWS Financial Advisors first reported a position in Oracle in Q2 2020 and has held it in 21 quarters since.
  • CWS Financial Advisors's Oracle position peaked at $581K in Q1 2023.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.