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Institute for Wealth Management’s Oracle ORCL Stock Holding History

Institute for 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
Q1 		– Sell
-200
Closed -$39K – 571
2025
Q4 		$39K Buy
+200
New +$47.6K ﹤0.01% 541

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

Institute for Wealth Management's ORCL Position: Q2 2026 in Review

Institute for Wealth Management reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $361K and leaving 14,851 shares worth $2.18M. The position accounts for 0.19% of the portfolio, ranked #106.

Institute for Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 39 quarters since. The position peaked at $5.28M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Institute for Wealth Management held 14,851 shares of Oracle worth $2.18M as of Q2 2026.
  • Institute for Wealth Management sold 1,994 Oracle shares in Q2 2026, an estimated $361K.
  • Oracle made up 0.19% of Institute for Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Institute for Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 39 quarters since.
  • Institute for Wealth Management's Oracle position peaked at $5.28M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.