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Evergreen Wealth Partners’s Oracle ORCL Stock Holding History

Evergreen Wealth Partners’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 		$240K Sell
1,635
-14
-0.8% -$2.54K 0.14% 79
2026
Q1 		$243K Buy
1,649
+104
+7% +$16.9K 0.19% 72
2025
Q4 		$301K Buy
+1,545
New +$368K 0.25% 56

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 $3.38T AUM 44.17% 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

Evergreen Wealth Partners's ORCL Position: Q2 2026 in Review

Evergreen Wealth Partners reduced its Oracle (ORCL) stake by 0.85% in Q2 2026, selling an estimated $2.54K and leaving 1,635 shares worth $240K. The position accounts for 0.14% of the portfolio, ranked #79.

Evergreen Wealth Partners first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $301K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Evergreen Wealth Partners held 1,635 shares of Oracle worth $240K as of Q2 2026.
  • Evergreen Wealth Partners sold 14 Oracle shares in Q2 2026, an estimated $2.54K.
  • Oracle made up 0.14% of Evergreen Wealth Partners's portfolio in Q2 2026, its #79 holding.
  • Evergreen Wealth Partners first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Partners's Oracle position peaked at $301K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evergreen Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.