ForthRight Wealth Management’s Oracle ORCL Stock Holding History

ForthRight 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	$337K	Hold	2,298	–	–	0.09%	64
2026 Q1	$338K	Hold	2,298	–	–	0.1%	57
2025 Q4	$448K	Hold	2,298	–	–	0.13%	50
2025 Q3	$646K	Hold	2,298	–	–	0.19%	41
2025 Q2	$502K	Hold	2,298	–	–	0.16%	43
2025 Q1	$321K	Hold	2,298	–	–	0.11%	47
2024 Q4	$383K	Hold	2,298	–	–	0.13%	46
2024 Q3	$392K	Hold	2,298	–	–	0.13%	44
2024 Q2	$324K	Hold	2,298	–	–	0.12%	50
2024 Q1	$289K	Hold	2,298	–	–	0.1%	52
2023 Q4	$242K	Hold	2,298	–	–	0.09%	52
2023 Q3	$243K	Hold	2,298	–	–	0.1%	50
2023 Q2	$274K	Sell	2,298 -72	-3%	-$7.44K	0.11%	46
2023 Q1	$220K	Buy	+2,370	New	+$208K	0.1%	53
2022 Q1	–	Sell	-2,560	Closed	-$223K	–	48
2021 Q4	$223K	Buy	2,560 +250	+11%	+$23.5K	0.12%	43
2021 Q3	$201K	Buy	+2,310	New	+$204K	0.12%	39
2021 Q1	–	Sell	-2,070	Closed	-$134K	–	141
2020 Q4	$134K	Buy	+2,070	New	+$123K	0.11%	38

Other funds holding ORCL

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

ForthRight Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 2,298 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #64.

ForthRight Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 17 quarters since. The position peaked at $646K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

ForthRight Wealth Management held 2,298 shares of Oracle worth $337K as of Q2 2026.
ForthRight Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.09% of ForthRight Wealth Management's portfolio in Q2 2026, its #64 holding.
ForthRight Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 17 quarters since.
ForthRight Wealth Management's Oracle position peaked at $646K in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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