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LeClair Wealth Partners’s Oracle ORCL Stock Holding History

LeClair 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 		$225K Buy
+1,538
New +$279K 0.12% 123
2026
Q1 		– Sell
-1,631
Closed -$318K – 163
2025
Q4 		$318K Sell
1,631
-3
-0.2% -$714 0.18% 76
2025
Q3 		$460K Sell
1,634
-10
-0.6% -$2.55K 0.29% 51
2025
Q2 		$359K Hold
1,644
– – 0.24% 64
2025
Q1 		$230K Buy
1,644
+2
+0.1% +$326 0.17% 86
2024
Q4 		$274K Buy
+1,642
New +$292K 0.18% 80

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

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

LeClair Wealth Partners opened a new position in Oracle (ORCL) in Q2 2026: 1,538 shares worth $225K. The stake represents 0.12% of the portfolio and ranks #123 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in ORCL as recently as Q4 2025.

LeClair Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $460K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • LeClair Wealth Partners held 1,538 shares of Oracle worth $225K as of Q2 2026.
  • Oracle was a new LeClair Wealth Partners position in Q2 2026.
  • Oracle made up 0.12% of LeClair Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • LeClair Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Oracle position peaked at $460K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.