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Founders Grove Wealth Partners’s Oracle ORCL Stock Holding History

Founders Grove 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 		$253K Buy
1,723
+84
+5% +$15.2K 0.05% 157
2026
Q1 		$241K Sell
1,639
-328
-17% -$53.3K 0.05% 144
2025
Q4 		$383K Buy
1,967
+47
+2% +$11.2K 0.09% 113
2025
Q3 		$540K Buy
1,920
+124
+7% +$31.6K 0.13% 97
2025
Q2 		$393K Buy
1,796
+97
+6% +$15.7K 0.1% 102
2025
Q1 		$238K Sell
1,699
-72
-4% -$11.7K 0.07% 108
2024
Q4 		$295K Buy
+1,771
New +$315K 0.09% 101

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

Founders Grove Wealth Partners's ORCL Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Oracle (ORCL) stake by 5.1% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,723 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #157.

Founders Grove Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Founders Grove Wealth Partners held 1,723 shares of Oracle worth $253K as of Q2 2026.
  • Founders Grove Wealth Partners bought 84 Oracle shares in Q2 2026, an estimated $15.2K.
  • Oracle made up 0.05% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #157 holding.
  • Founders Grove Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Founders Grove Wealth Partners's Oracle position peaked at $540K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.