EWM
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Evolution Wealth Management’s Oracle ORCL Stock Holding History

Evolution 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 		$21.4K Buy
146
+37
+34% +$6.71K 0.01% 459
2026
Q1 		$16K Buy
109
+45
+70% +$7.32K 0.01% 450
2025
Q4 		$12.5K Sell
64
-125
-66% -$29.8K 0.01% 413
2025
Q3 		$53.2K Buy
189
+169
+845% +$43K 0.05% 197
2025
Q2 		$4.37K Buy
+20
New +$3.23K 0.01% 466

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

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

Evolution Wealth Management increased its Oracle (ORCL) stake by 34% in Q2 2026, buying an estimated $6.71K and bringing the position to 146 shares worth $21.4K. The position accounts for 0.01% of the portfolio, ranked #459.

Evolution Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $53.2K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Evolution Wealth Management held 146 shares of Oracle worth $21.4K as of Q2 2026.
  • Evolution Wealth Management bought 37 Oracle shares in Q2 2026, an estimated $6.71K.
  • Oracle made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Evolution Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Oracle position peaked at $53.2K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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