Shah Wealth Advisors, LLC’s Oracle ORCL Stock Holding History

Shah Wealth Advisors, LLC’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	$679K	Buy	+4,634	New	+$840K	0.16%	48

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Shah Wealth Advisors, LLC's ORCL Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in Oracle (ORCL) in Q2 2026: 4,634 shares worth $679K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

2,432 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shah Wealth Advisors, LLC held 4,634 shares of Oracle worth $679K as of Q2 2026.
Oracle was a new Shah Wealth Advisors, LLC position in Q2 2026.
Oracle made up 0.16% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #48 holding.
2,432 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.