Cypress Point Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$230K Buy
+1,571
New +$285K 0.05% 129
2021
Q4
Sell
-125
Closed -$11K 114
2021
Q3
$11K Hold
125
0.01% 110
2021
Q2
$10K Hold
125
0.01% 138
2021
Q1
$9K Sell
125
-3,200
-96% -$207K 0.01% 84
2020
Q4
$215K Buy
+3,325
New +$198K 0.33% 83

Other funds holding ORCL

Cypress Point Wealth Management's ORCL Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 1,571 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in ORCL as recently as Q3 2021.

Cypress Point Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 5 quarters since. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cypress Point Wealth Management held 1,571 shares of Oracle worth $230K as of Q2 2026.
  • Oracle was a new Cypress Point Wealth Management position in Q2 2026.
  • Oracle made up 0.05% of Cypress Point Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Cypress Point Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 5 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.