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Encompass Wealth Advisors’s Oracle ORCL Stock Holding History

Encompass Wealth Advisors’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 		– Sell
-1,398
Closed -$206K – 112
2026
Q1 		$206K Sell
1,398
-208
-13% -$33.8K 0.07% 98
2025
Q4 		$313K Sell
1,606
-12
-0.7% -$2.86K 0.11% 82
2025
Q3 		$455K Sell
1,618
-37
-2% -$9.42K 0.15% 70
2025
Q2 		$362K Buy
1,655
+72
+5% +$11.6K 0.13% 78
2025
Q1 		$221K Hold
1,583
– – 0.09% 92
2024
Q4 		$264K Buy
1,583
+137
+9% +$24.3K 0.11% 87
2024
Q3 		$246K Buy
+1,446
New +$209K 0.06% 211

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

Encompass Wealth Advisors's ORCL Position: Q2 2026 in Review

Encompass Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,398 shares — an estimated $206K sold.

Encompass Wealth Advisors first reported a position in ORCL in Q3 2024 and held it in 7 quarters. The position peaked at $455K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Encompass Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,398 Oracle shares in Q2 2026, an estimated $206K.
  • Encompass Wealth Advisors first reported a position in Oracle in Q3 2024 and held it in 7 quarters.
  • Encompass Wealth Advisors's Oracle position peaked at $455K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.