EWM
ORCL icon

EPG Wealth Management’s Oracle ORCL Stock Holding History

EPG 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 		$988K Sell
6,739
-177
-3% -$32.1K 0.24% 99
2026
Q1 		$1.02M Buy
6,916
+730
+12% +$119K 0.28% 101
2025
Q4 		$1.21M Buy
6,186
+354
+6% +$84.3K 0.32% 84
2025
Q3 		$1.64M Buy
5,832
+587
+11% +$149K 0.45% 60
2025
Q2 		$1.15M Sell
5,245
-86
-2% -$13.9K 0.34% 86
2025
Q1 		$745K Buy
+5,331
New +$868K 0.21% 134
2023
Q4 		– Sell
-2,293
Closed -$243K – 442
2023
Q3 		$243K Buy
2,293
+7
+0.3% +$810 0.07% 217
2023
Q2 		$272K Buy
2,286
+8
+0.4% +$827 0.08% 201
2023
Q1 		$212K Buy
+2,278
New +$200K 0.07% 225
2020
Q2 		– Sell
-1,933
Closed -$93K – 575
2020
Q1 		$93K Buy
1,933
+552
+40% +$28.5K 0.07% 183
2019
Q4 		$73K Buy
+1,381
New +$76K 0.05% 181

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

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

EPG Wealth Management reduced its Oracle (ORCL) stake by 2.6% in Q2 2026, selling an estimated $32.1K and leaving 6,739 shares worth $988K. The position accounts for 0.24% of the portfolio, ranked #99.

EPG Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.64M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • EPG Wealth Management held 6,739 shares of Oracle worth $988K as of Q2 2026.
  • EPG Wealth Management sold 177 Oracle shares in Q2 2026, an estimated $32.1K.
  • Oracle made up 0.24% of EPG Wealth Management's portfolio in Q2 2026, its #99 holding.
  • EPG Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 11 quarters since.
  • EPG Wealth Management's Oracle position peaked at $1.64M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.