Dynasty Wealth Management’s Oracle ORCL Stock Holding History

Dynasty 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	$2.31M	Sell	15,776 -4,555	-22%	-$826K	0.02%	119
2026 Q1	$2.99M	Sell	20,331 -2,980	-13%	-$484K	0.03%	99
2025 Q4	$4.54M	Buy	23,311 +823	+4%	+$196K	0.04%	89
2025 Q3	$6.32M	Buy	22,488 +789	+4%	+$201K	0.08%	65
2025 Q2	$4.74M	Sell	21,699 -12,045	-36%	-$1.95M	0.08%	57
2025 Q1	$4.72M	Sell	33,744 -3,555	-10%	-$579K	0.08%	60
2024 Q4	$6.22M	Buy	37,299 +2,195	+6%	+$390K	0.11%	56
2024 Q3	$5.98M	Buy	35,104 +16,555	+89%	+$2.4M	0.18%	41
2024 Q2	$2.62M	Buy	18,549 +3,897	+27%	+$484K	0.08%	74
2024 Q1	$1.84M	Buy	+14,652	New	+$1.68M	0.06%	74
2018 Q4	–	Sell	-6,063	Closed	-$313K	–	76
2018 Q3	$313K	Buy	+6,063	New	+$295K	0.4%	68

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

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

Dynasty Wealth Management reduced its Oracle (ORCL) stake by 22% in Q2 2026, selling an estimated $826K and leaving 15,776 shares worth $2.31M. The position accounts for 0.02% of the portfolio, ranked #119.

Dynasty Wealth Management first reported a position in ORCL in Q3 2018 and has held it in 11 quarters since. The position peaked at $6.32M in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Dynasty Wealth Management held 15,776 shares of Oracle worth $2.31M as of Q2 2026.
Dynasty Wealth Management sold 4,555 Oracle shares in Q2 2026, an estimated $826K.
Oracle made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #119 holding.
Dynasty Wealth Management first reported a position in Oracle in Q3 2018 and has held it in 11 quarters since.
Dynasty Wealth Management's Oracle position peaked at $6.32M in Q3 2025.
3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.