Diversify Wealth Management’s Oracle ORCL Stock Holding History

Diversify Wealth Management’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	$20M	Buy	166,642 +2,675	+2%	+$485K	0.33%	54
2026 Q1	$26.9M	Buy	163,967 +118,214	+258%	+$19.2M	0.48%	36
2025 Q4	$9.26M	Sell	45,753 -520	-1%	-$124K	0.43%	51
2025 Q3	$11.9M	Sell	46,273 -1,463	-3%	-$373K	0.69%	26
2025 Q2	$12.1M	Sell	47,736 -965	-2%	-$156K	0.75%	22
2025 Q1	$6.86M	Buy	48,701 +1,470	+3%	+$239K	0.51%	44
2024 Q4	$7.3M	Buy	47,231 +10,500	+29%	+$1.87M	0.57%	39
2024 Q3	$6.36M	Buy	36,731 +8,787	+31%	+$1.27M	0.61%	37
2024 Q2	$3.57M	Buy	+27,944	New	+$3.47M	0.44%	49

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Diversify Wealth Management's ORCL Position: Q2 2026 in Review

Diversify Wealth Management increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $485K and bringing the position to 166,642 shares worth $20M. The position accounts for 0.33% of the portfolio, ranked #54.

Diversify Wealth Management first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.9M in Q1 2026. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Diversify Wealth Management held 166,642 shares of Oracle worth $20M as of Q2 2026.
Diversify Wealth Management bought 2,675 Oracle shares in Q2 2026, an estimated $485K.
Oracle made up 0.33% of Diversify Wealth Management's portfolio in Q2 2026, its #54 holding.
Diversify Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Oracle position peaked at $26.9M in Q1 2026.
3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.