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Evolve Private Wealth’s Oracle ORCL Stock Holding History

Evolve Private Wealth’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 		$1.6M Sell
10,888
-15,981
-59% -$2.9M 0.1% 192
2026
Q1 		$3.95M Buy
26,869
+4,989
+23% +$811K 0.21% 80
2025
Q4 		$4.26M Buy
+21,880
New +$5.21M 0.25% 67

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

Evolve Private Wealth's ORCL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Oracle (ORCL) stake by 59% in Q2 2026, selling an estimated $2.9M and leaving 10,888 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #192.

Evolve Private Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.26M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Evolve Private Wealth held 10,888 shares of Oracle worth $1.6M as of Q2 2026.
  • Evolve Private Wealth sold 15,981 Oracle shares in Q2 2026, an estimated $2.9M.
  • Oracle made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #192 holding.
  • Evolve Private Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Oracle position peaked at $4.26M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.