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Fulcrum Wealth Advisors’s Oracle ORCL Stock Holding History

Fulcrum Wealth Advisors’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 		$696K Buy
4,749
+1,971
+71% +$357K 0.53% 36
2026
Q1 		$409K Sell
2,778
-1,098
-28% -$178K 0.34% 43
2025
Q4 		$755K Buy
+3,876
New +$923K 0.62% 29

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

Fulcrum Wealth Advisors's ORCL Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its Oracle (ORCL) stake by 71% in Q2 2026, buying an estimated $357K and bringing the position to 4,749 shares worth $696K. The position accounts for 0.53% of the portfolio, ranked #36.

Fulcrum Wealth Advisors first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $755K in Q4 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fulcrum Wealth Advisors held 4,749 shares of Oracle worth $696K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 1,971 Oracle shares in Q2 2026, an estimated $357K.
  • Oracle made up 0.53% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Fulcrum Wealth Advisors first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Fulcrum Wealth Advisors's Oracle position peaked at $755K in Q4 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.