Good Steward Wealth Advisors’s Oracle ORCL Stock Holding History

Good Steward 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	–	Sell	-1,518	Closed	-$223K	–	73
2026 Q1	$223K	Sell	1,518 -111	-7%	-$18K	0.14%	60
2025 Q4	$318K	Sell	1,629 -328	-17%	-$78.1K	0.21%	46
2025 Q3	$550K	Sell	1,957 -580	-23%	-$148K	0.38%	33
2025 Q2	$555K	Sell	2,537 -2,225	-47%	-$359K	0.43%	38
2025 Q1	$666K	Buy	+4,762	New	+$775K	0.61%	41

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

Good Steward Wealth Advisors's ORCL Position: Q2 2026 in Review

Good Steward Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,518 shares — an estimated $223K sold.

Good Steward Wealth Advisors first reported a position in ORCL in Q1 2025 and held it in 5 quarters. The position peaked at $666K in Q1 2025. 3,526 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Good Steward Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Good Steward Wealth Advisors sold 1,518 Oracle shares in Q2 2026, an estimated $223K.
Good Steward Wealth Advisors first reported a position in Oracle in Q1 2025 and held it in 5 quarters.
Good Steward Wealth Advisors's Oracle position peaked at $666K in Q1 2025.
3,526 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.