Endowment Wealth Management’s Oracle ORCL Stock Holding History

Endowment 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	$283K	Sell	1,928 -60	-3%	-$10.9K	0.11%	131
2026 Q1	$292K	Buy	1,988 +115	+6%	+$18.7K	0.13%	109
2025 Q4	$365K	Sell	1,873 -160	-8%	-$38.1K	0.17%	96
2025 Q3	$572K	Sell	2,033 -99	-5%	-$25.2K	0.26%	77
2025 Q2	$466K	Sell	2,132 -123	-5%	-$19.9K	0.24%	78
2025 Q1	$315K	Buy	2,255 +43	+2%	+$7K	0.2%	101
2024 Q4	$369K	Sell	2,212 -121	-5%	-$21.5K	0.25%	80
2024 Q3	$398K	Sell	2,333 -81	-3%	-$11.7K	0.26%	78
2024 Q2	$341K	Buy	2,414 +1	+0%	+$124	0.25%	84
2024 Q1	$303K	Buy	2,413 +3	+0.1%	+$343	0.23%	95
2023 Q4	$254K	Buy	+2,410	New	+$263K	0.21%	106

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

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

Endowment Wealth Management reduced its Oracle (ORCL) stake by 3% in Q2 2026, selling an estimated $10.9K and leaving 1,928 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #131.

Endowment Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $572K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Endowment Wealth Management held 1,928 shares of Oracle worth $283K as of Q2 2026.
Endowment Wealth Management sold 60 Oracle shares in Q2 2026, an estimated $10.9K.
Oracle made up 0.11% of Endowment Wealth Management's portfolio in Q2 2026, its #131 holding.
Endowment Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Endowment Wealth Management's Oracle position peaked at $572K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.