EW
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Element Wealth’s Oracle ORCL Stock Holding History

Element Wealth’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 		$454K Sell
3,096
-10
-0.3% -$1.81K 0.17% 126
2026
Q1 		$457K Sell
3,106
-616
-17% -$100K 0.19% 114
2025
Q4 		$725K Buy
3,722
+1,714
+85% +$408K 0.3% 80
2025
Q3 		$565K Hold
2,008
– – 0.25% 91
2025
Q2 		$439K Buy
2,008
+1
+0% +$161 0.2% 98
2025
Q1 		$281K Sell
2,007
-133
-6% -$21.7K 0.15% 122
2024
Q4 		$357K Buy
2,140
+24
+1% +$4.26K 0.19% 98
2024
Q3 		$360K Buy
2,116
+157
+8% +$22.7K 0.19% 103
2024
Q2 		$277K Buy
1,959
+1
+0.1% +$124 0.16% 112
2024
Q1 		$246K Buy
+1,958
New +$224K 0.14% 118

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

Element Wealth's ORCL Position: Q2 2026 in Review

Element Wealth reduced its Oracle (ORCL) stake by 0.32% in Q2 2026, selling an estimated $1.81K and leaving 3,096 shares worth $454K. The position accounts for 0.17% of the portfolio, ranked #126.

Element Wealth first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $725K in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Element Wealth held 3,096 shares of Oracle worth $454K as of Q2 2026.
  • Element Wealth sold 10 Oracle shares in Q2 2026, an estimated $1.81K.
  • Oracle made up 0.17% of Element Wealth's portfolio in Q2 2026, its #126 holding.
  • Element Wealth first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Element Wealth's Oracle position peaked at $725K in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.