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IMG Wealth Management’s Oracle ORCL Stock Holding History

IMG 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 		$223K Buy
1,519
+64
+4% +$11.6K 0.12% 100
2026
Q1 		$214K Sell
1,455
-1,076
-43% -$175K 0.14% 95
2025
Q4 		$493K Buy
2,531
+932
+58% +$222K 0.31% 46
2025
Q3 		$450K Hold
1,599
– – 0.3% 41
2025
Q2 		$350K Buy
1,599
+680
+74% +$110K 0.27% 47
2025
Q1 		$128K Buy
919
+25
+3% +$4.07K 0.12% 93
2024
Q4 		$149K Buy
+894
New +$159K 0.14% 82

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 $3.38T AUM 44.17% 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

IMG Wealth Management's ORCL Position: Q2 2026 in Review

IMG Wealth Management increased its Oracle (ORCL) stake by 4.4% in Q2 2026, buying an estimated $11.6K and bringing the position to 1,519 shares worth $223K. The position accounts for 0.12% of the portfolio, ranked #100.

IMG Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • IMG Wealth Management held 1,519 shares of Oracle worth $223K as of Q2 2026.
  • IMG Wealth Management bought 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 0.12% of IMG Wealth Management's portfolio in Q2 2026, its #100 holding.
  • IMG Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Oracle position peaked at $493K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.