Elwood & Goetz Wealth Advisory Group’s Oracle ORCL Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$332K	Sell	2,265 -91	-4%	-$16.5K	0.05%	114
2026 Q1	$347K	Buy	2,356 +261	+12%	+$42.4K	0.06%	92
2025 Q4	$408K	Sell	2,095 -3	-0.1%	-$714	0.07%	74
2025 Q3	$590K	Buy	2,098 +320	+18%	+$81.5K	0.11%	60
2025 Q2	$389K	Buy	+1,778	New	+$287K	0.08%	72
2025 Q1	–	Sell	-1,410	Closed	-$235K	–	104
2024 Q4	$235K	Hold	1,410	–	–	0.06%	88
2024 Q3	$240K	Buy	+1,410	New	+$204K	0.06%	91

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 $3.38T AUM 44.17% 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

Elwood & Goetz Wealth Advisory Group's ORCL Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Oracle (ORCL) stake by 3.9% in Q2 2026, selling an estimated $16.5K and leaving 2,265 shares worth $332K. The position accounts for 0.05% of the portfolio, ranked #114.

Elwood & Goetz Wealth Advisory Group first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,265 shares of Oracle worth $332K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 91 Oracle shares in Q2 2026, an estimated $16.5K.
Oracle made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #114 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
Elwood & Goetz Wealth Advisory Group's Oracle position peaked at $590K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.