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EverSource Wealth Advisors’s Oracle ORCL Stock Holding History

EverSource 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 		$2.5M Sell
17,035
-7,340
-30% -$1.33M 0.08% 190
2026
Q1 		$3.59M Buy
24,375
+7,916
+48% +$1.29M 0.11% 147
2025
Q4 		$3.21M Buy
16,459
+924
+6% +$220K 0.12% 143
2025
Q3 		$4.37M Buy
15,535
+777
+5% +$198K 0.17% 111
2025
Q2 		$3.23M Sell
14,758
-2,824
-16% -$456K 0.15% 127
2025
Q1 		$2.46M Buy
17,582
+2,855
+19% +$465K 0.14% 134
2024
Q4 		$2.45M Buy
14,727
+426
+3% +$75.7K 0.14% 127
2024
Q3 		$2.44M Sell
14,301
-669
-4% -$96.9K 0.15% 121
2024
Q2 		$2.09M Buy
14,970
+2,540
+20% +$315K 0.14% 130
2024
Q1 		$1.41M Buy
12,430
+506
+4% +$57.9K 0.11% 149
2023
Q4 		$1.26M Buy
11,924
+179
+2% +$19.5K 0.12% 149
2023
Q3 		$1.24M Buy
11,745
+973
+9% +$113K 0.13% 137
2023
Q2 		$1.28M Buy
10,772
+929
+9% +$96.1K 0.14% 135
2023
Q1 		$915K Sell
9,843
-70
-0.7% -$6.14K 0.11% 151
2022
Q4 		$810K Sell
9,913
-908
-8% -$69K 0.12% 137
2022
Q3 		$662K Buy
10,821
+9,168
+555% +$671K 0.15% 133
2022
Q2 		$115K Buy
1,653
+507
+44% +$37.1K 0.03% 342
2022
Q1 		$95K Buy
1,146
+98
+9% +$7.94K 0.02% 343
2021
Q4 		$92K Buy
+1,048
New +$98.4K 0.03% 317

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

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

EverSource Wealth Advisors reduced its Oracle (ORCL) stake by 30% in Q2 2026, selling an estimated $1.33M and leaving 17,035 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #190.

EverSource Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • EverSource Wealth Advisors held 17,035 shares of Oracle worth $2.5M as of Q2 2026.
  • EverSource Wealth Advisors sold 7,340 Oracle shares in Q2 2026, an estimated $1.33M.
  • Oracle made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • EverSource Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Oracle position peaked at $4.37M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.