IAG Wealth Partners’s Oracle ORCL Stock Holding History

IAG 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	$236K	Hold	1,611	–	–	0.02%	119
2026 Q1	$237K	Hold	1,611	–	–	0.03%	116
2025 Q4	$314K	Sell	1,611 -233	-13%	-$55.5K	0.04%	101
2025 Q3	$519K	Buy	1,844 +143	+8%	+$36.4K	0.06%	82
2025 Q2	$372K	Sell	1,701 -1,377	-45%	-$222K	0.05%	88
2025 Q1	$430K	Buy	3,078 +57	+2%	+$9.28K	0.07%	78
2024 Q4	$503K	Buy	3,021 +267	+10%	+$47.4K	0.09%	69
2024 Q3	$469K	Sell	2,754 -42	-2%	-$6.08K	0.09%	71
2024 Q2	$395K	Buy	2,796 +42	+2%	+$5.22K	0.08%	72
2024 Q1	$346K	Hold	2,754	–	–	0.07%	70
2023 Q4	$290K	Hold	2,754	–	–	0.07%	72
2023 Q3	$292K	Hold	2,754	–	–	0.08%	68
2023 Q2	$328K	Hold	2,754	–	–	0.09%	66
2023 Q1	$256K	Hold	2,754	–	–	0.07%	64
2022 Q4	$225K	Hold	2,754	–	–	0.07%	64
2022 Q3	$168K	Hold	2,754	–	–	0.06%	67
2022 Q2	$192K	Hold	2,754	–	–	0.06%	68
2022 Q1	$228K	Buy	+2,754	New	+$223K	0.07%	62
2021 Q4	–	Sell	-2,754	Closed	-$240K	–	418
2021 Q3	$240K	Hold	2,754	–	–	0.09%	48
2021 Q2	$215K	Hold	2,754	–	–	0.08%	49
2021 Q1	$194K	Hold	2,754	–	–	0.07%	52
2020 Q4	$179K	Hold	2,754	–	–	0.07%	57
2020 Q3	$165K	Hold	2,754	–	–	0.08%	59
2020 Q2	$153K	Sell	2,754 -146	-5%	-$7.73K	0.07%	57
2020 Q1	$141K	Buy	2,900 +146	+5%	+$7.54K	0.09%	55
2019 Q4	$146K	Buy	+2,754	New	+$152K	0.1%	55

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

IAG Wealth Partners's ORCL Position: Q2 2026 in Review

IAG Wealth Partners held its Oracle (ORCL) position steady in Q2 2026 at 1,611 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #119.

IAG Wealth Partners first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $519K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

IAG Wealth Partners held 1,611 shares of Oracle worth $236K as of Q2 2026.
IAG Wealth Partners left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #119 holding.
IAG Wealth Partners first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Oracle position peaked at $519K in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.