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FSB Premier Wealth Management’s Oracle ORCL Stock Holding History

FSB Premier 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 		$1.81M Sell
12,371
-3,316
-21% -$601K 0.51% 57
2026
Q1 		$2.31M Buy
15,687
+2,498
+19% +$406K 0.72% 41
2025
Q4 		$2.57M Sell
13,189
-6,958
-35% -$1.66M 0.82% 33
2025
Q3 		$5.67M Sell
20,147
-1,529
-7% -$389K 1.86% 6
2025
Q2 		$4.74M Buy
21,676
+1,907
+10% +$308K 1.69% 12
2025
Q1 		$2.76M Sell
19,769
-234
-1% -$38.1K 1.08% 24
2024
Q4 		$3.33M Buy
20,003
+2,118
+12% +$376K 1.34% 15
2024
Q3 		$3.05M Buy
17,885
+3,337
+23% +$483K 1.25% 15
2024
Q2 		$2.05M Buy
14,548
+4,297
+42% +$534K 0.93% 31
2024
Q1 		$1.29M Buy
10,251
+875
+9% +$100K 0.6% 37
2023
Q4 		$988K Buy
9,376
+1,539
+20% +$168K 0.5% 48
2023
Q3 		$830K Buy
7,837
+624
+9% +$72.2K 0.46% 48
2023
Q2 		$859K Buy
7,213
+567
+9% +$58.6K 0.47% 47
2023
Q1 		$618K Buy
6,646
+374
+6% +$32.8K 0.34% 64
2022
Q4 		$513K Buy
6,272
+610
+11% +$46.4K 0.28% 72
2022
Q3 		$345K Buy
5,662
+1,166
+26% +$85.4K 0.2% 97
2022
Q2 		$314K Buy
4,496
+62
+1% +$4.54K 0.17% 105
2022
Q1 		$337K Buy
4,434
+454
+11% +$36.8K 0.17% 105
2021
Q4 		$347K Buy
3,980
+687
+21% +$64.5K 0.14% 104
2021
Q3 		$286K Buy
+3,293
New +$291K 0.14% 94

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

FSB Premier Wealth Management's ORCL Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its Oracle (ORCL) stake by 21% in Q2 2026, selling an estimated $601K and leaving 12,371 shares worth $1.81M. The position accounts for 0.51% of the portfolio, ranked #57.

FSB Premier Wealth Management first reported a position in ORCL in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.67M in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • FSB Premier Wealth Management held 12,371 shares of Oracle worth $1.81M as of Q2 2026.
  • FSB Premier Wealth Management sold 3,316 Oracle shares in Q2 2026, an estimated $601K.
  • Oracle made up 0.51% of FSB Premier Wealth Management's portfolio in Q2 2026, its #57 holding.
  • FSB Premier Wealth Management first reported a position in Oracle in Q3 2021 and has held it in 20 quarters since.
  • FSB Premier Wealth Management's Oracle position peaked at $5.67M in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.