DWM
ORCL icon

Drive Wealth Management’s Oracle ORCL Stock Holding History

Drive 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 		$1.12M Buy
7,663
+276
+4% +$50K 0.2% 87
2026
Q1 		$1.09M Buy
7,387
+141
+2% +$22.9K 0.23% 85
2025
Q4 		$1.41M Buy
7,246
+812
+13% +$193K 0.28% 71
2025
Q3 		$1.81M Sell
6,434
-514
-7% -$131K 0.38% 54
2025
Q2 		$1.52M Buy
6,948
+174
+3% +$28.1K 0.33% 72
2025
Q1 		$947K Sell
6,774
-184
-3% -$30K 0.22% 94
2024
Q4 		$1.16M Buy
6,958
+67
+1% +$11.9K 0.28% 68
2024
Q3 		$1.17M Buy
6,891
+276
+4% +$40K 0.31% 62
2024
Q2 		$934K Buy
6,615
+326
+5% +$40.5K 0.25% 78
2024
Q1 		$790K Buy
6,289
+255
+4% +$29.2K 0.22% 86
2023
Q4 		$636K Sell
6,034
-371
-6% -$40.5K 0.21% 99
2023
Q3 		$678K Buy
6,405
+365
+6% +$42.2K 0.25% 88
2023
Q2 		$719K Buy
6,040
+91
+2% +$9.41K 0.27% 79
2023
Q1 		$553K Sell
5,949
-787
-12% -$69K 0.23% 107
2022
Q4 		$551K Buy
6,736
+2,575
+62% +$196K 0.28% 87
2022
Q3 		$254K Buy
4,161
+682
+20% +$49.9K 0.24% 119
2022
Q2 		$243K Buy
3,479
+595
+21% +$43.6K 0.22% 127
2022
Q1 		$239K Buy
2,884
+73
+3% +$5.91K 0.2% 135
2021
Q4 		$245K Buy
+2,811
New +$264K 0.22% 123

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

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

Drive Wealth Management increased its Oracle (ORCL) stake by 3.7% in Q2 2026, buying an estimated $50K and bringing the position to 7,663 shares worth $1.12M. The position accounts for 0.2% of the portfolio, ranked #87.

Drive Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Drive Wealth Management held 7,663 shares of Oracle worth $1.12M as of Q2 2026.
  • Drive Wealth Management bought 276 Oracle shares in Q2 2026, an estimated $50K.
  • Oracle made up 0.2% of Drive Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Drive Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Oracle position peaked at $1.81M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.