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Landmark Wealth Management (New York)’s Oracle ORCL Stock Holding History

Landmark Wealth Management (New York)’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 		$261K Sell
1,783
-582
-25% -$105K 0.06% 134
2026
Q1 		$348K Buy
2,365
+140
+6% +$22.8K 0.09% 126
2025
Q4 		$434K Sell
2,225
-4,459
-67% -$1.06M 0.17% 66
2025
Q3 		$1.88M Sell
6,684
-30
-0.4% -$7.64K 0.75% 36
2025
Q2 		$1.47M Sell
6,714
-10
-0.1% -$1.61K 0.63% 38
2025
Q1 		$940K Sell
6,724
-64
-0.9% -$10.4K 0.41% 44
2024
Q4 		$1.13M Sell
6,788
-78
-1% -$13.9K 0.5% 41
2024
Q3 		$1.17M Hold
6,866
– – 0.51% 41
2024
Q2 		$969K Hold
6,866
– – 0.76% 29
2024
Q1 		$862K Sell
6,866
-109
-2% -$12.5K 0.4% 46
2023
Q4 		$735K Hold
6,975
– – 0.36% 44
2023
Q3 		$739K Sell
6,975
-6
-0.1% -$695 0.42% 46
2023
Q2 		$831K Buy
6,981
+1
+0% +$103 0.74% 25
2023
Q1 		$649K Sell
6,980
-14
-0.2% -$1.23K 0.36% 46
2022
Q4 		$572K Buy
6,994
+1
+0% +$76 0.41% 43
2022
Q3 		$427K Sell
6,993
-14
-0.2% -$1.02K 0.32% 45
2022
Q2 		$490K Sell
7,007
-32
-0.5% -$2.34K 0.63% 24
2022
Q1 		$582K Buy
+7,039
New +$570K 0.31% 45

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 $3.37T AUM 44.26% 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

Landmark Wealth Management (New York)'s ORCL Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its Oracle (ORCL) stake by 25% in Q2 2026, selling an estimated $105K and leaving 1,783 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #134.

Landmark Wealth Management (New York) first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.88M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Landmark Wealth Management (New York) held 1,783 shares of Oracle worth $261K as of Q2 2026.
  • Landmark Wealth Management (New York) sold 582 Oracle shares in Q2 2026, an estimated $105K.
  • Oracle made up 0.06% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #134 holding.
  • Landmark Wealth Management (New York) first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • Landmark Wealth Management (New York)'s Oracle position peaked at $1.88M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.