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Forefront Wealth Partners’s Oracle ORCL Stock Holding History

Forefront Wealth Partners’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 		$910K Buy
6,206
+294
+5% +$53.3K 0.28% 82
2026
Q1 		$870K Buy
5,912
+922
+18% +$150K 0.36% 64
2025
Q4 		$973K Buy
4,990
+2,872
+136% +$684K 0.46% 52
2025
Q3 		$596K Buy
2,118
+559
+36% +$142K 0.15% 118
2025
Q2 		$260K Sell
1,559
-93
-6% -$15K 0.18% 83
2025
Q1 		$231K Buy
1,652
+105
+7% +$17.1K 0.16% 114
2024
Q4 		$258K Buy
+1,547
New +$275K 0.19% 80

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

Forefront Wealth Partners's ORCL Position: Q2 2026 in Review

Forefront Wealth Partners increased its Oracle (ORCL) stake by 5% in Q2 2026, buying an estimated $53.3K and bringing the position to 6,206 shares worth $910K. The position accounts for 0.28% of the portfolio, ranked #82.

Forefront Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $973K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Forefront Wealth Partners held 6,206 shares of Oracle worth $910K as of Q2 2026.
  • Forefront Wealth Partners bought 294 Oracle shares in Q2 2026, an estimated $53.3K.
  • Oracle made up 0.28% of Forefront Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Forefront Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Forefront Wealth Partners's Oracle position peaked at $973K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.