Gen-Wealth Partners’s Oracle ORCL Stock Holding History

Gen-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	$249K	Sell	1,696 -1,051	-38%	-$190K	0.07%	222
2026 Q1	$404K	Sell	2,747 -407	-13%	-$66.2K	0.13%	152
2025 Q4	$615K	Sell	3,154 -1,504	-32%	-$358K	0.2%	98
2025 Q3	$1.31M	Sell	4,658 -2,045	-31%	-$521K	0.44%	52
2025 Q2	$1.47M	Buy	6,703 +174	+3%	+$28.1K	0.57%	45
2025 Q1	$913K	Buy	6,529 +716	+12%	+$117K	0.38%	67
2024 Q4	$969K	Buy	5,813 +813	+16%	+$144K	0.42%	55
2024 Q3	$873K	Buy	5,000 +82	+2%	+$11.9K	0.38%	57
2024 Q2	$694K	Buy	4,918 +434	+10%	+$53.9K	0.34%	69
2024 Q1	$563K	Buy	+4,484	New	+$513K	0.28%	83

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

Gen-Wealth Partners's ORCL Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Oracle (ORCL) stake by 38% in Q2 2026, selling an estimated $190K and leaving 1,696 shares worth $249K. The position accounts for 0.07% of the portfolio, ranked #222.

Gen-Wealth Partners first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.47M in Q2 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Gen-Wealth Partners held 1,696 shares of Oracle worth $249K as of Q2 2026.
Gen-Wealth Partners sold 1,051 Oracle shares in Q2 2026, an estimated $190K.
Oracle made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #222 holding.
Gen-Wealth Partners first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Oracle position peaked at $1.47M in Q2 2025.
3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.