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Focused Wealth Management’s Oracle ORCL Stock Holding History

Focused 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
2024
Q1 		– Sell
-7,400
Closed -$411 – 712
2023
Q4 		$411 Buy
+7,400
New +$808K ﹤0.01% 925
2022
Q3 		– Sell
-10,000
Closed -$3K – 1024
2022
Q2 		$3K Buy
+10,000
New +$732K ﹤0.01% 700
2018
Q1 		– Sell
-10,000
Closed -$3K – 733
2017
Q4 		$3K Buy
+10,000
New +$491K ﹤0.01% 591

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

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

Focused Wealth Management increased its Oracle (ORCL) stake by 3.7% in Q2 2026, buying an estimated $28.5K and bringing the position to 4,381 shares worth $642K. The position accounts for 0.06% of the portfolio, ranked #115.

Focused Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.17M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Focused Wealth Management held 4,381 shares of Oracle worth $642K as of Q2 2026.
  • Focused Wealth Management bought 157 Oracle shares in Q2 2026, an estimated $28.5K.
  • Oracle made up 0.06% of Focused Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Focused Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 52 quarters since.
  • Focused Wealth Management's Oracle position peaked at $1.17M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.