Elevatus Welath Management’s Oracle ORCL Stock Holding History

Elevatus Welath 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	$890K	Buy	6,070 +558	+10%	+$101K	0.22%	94
2026 Q1	$811K	Sell	5,512 -781	-12%	-$127K	0.43%	53
2025 Q4	$1.23M	Buy	6,293 +2	+0%	+$476	0.34%	60
2025 Q3	$1.77M	Buy	6,291 +310	+5%	+$78.9K	0.51%	47
2025 Q2	$1.31M	Buy	5,981 +448	+8%	+$72.3K	0.44%	42
2025 Q1	$774K	Sell	5,533 -16	-0.3%	-$2.6K	0.44%	40
2024 Q4	$925K	Buy	5,549 +99	+2%	+$17.6K	0.32%	38
2024 Q3	$929K	Buy	5,450 +203	+4%	+$29.4K	0.3%	41
2024 Q2	$741K	Buy	5,247 +12	+0.2%	+$1.49K	0.28%	59
2024 Q1	$658K	Buy	5,235 +187	+4%	+$21.4K	0.26%	47
2023 Q4	$532K	Buy	5,048 +142	+3%	+$15.5K	0.24%	50
2023 Q3	$520K	Buy	4,906 +453	+10%	+$52.4K	0.47%	37
2023 Q2	$530K	Buy	+4,453	New	+$460K	0.37%	35

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

Elevatus Welath Management's ORCL Position: Q2 2026 in Review

Elevatus Welath Management increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $101K and bringing the position to 6,070 shares worth $890K. The position accounts for 0.22% of the portfolio, ranked #94.

Elevatus Welath Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Elevatus Welath Management held 6,070 shares of Oracle worth $890K as of Q2 2026.
Elevatus Welath Management bought 558 Oracle shares in Q2 2026, an estimated $101K.
Oracle made up 0.22% of Elevatus Welath Management's portfolio in Q2 2026, its #94 holding.
Elevatus Welath Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Elevatus Welath Management's Oracle position peaked at $1.77M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.