Level Wealth Management’s Oracle ORCL Stock Holding History

Level 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	$484K	Sell	3,304 -143	-4%	-$25.9K	0.19%	37
2026 Q1	$507K	Buy	3,447 +143	+4%	+$23.2K	0.24%	33
2025 Q4	$644K	Hold	3,304	–	–	0.33%	28
2025 Q3	$929K	Sell	3,304 -464	-12%	-$118K	0.49%	21
2025 Q2	$824K	Buy	+3,768	New	+$608K	0.48%	20

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

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

Level Wealth Management reduced its Oracle (ORCL) stake by 4.1% in Q2 2026, selling an estimated $25.9K and leaving 3,304 shares worth $484K. The position accounts for 0.19% of the portfolio, ranked #37.

Level Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $929K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Level Wealth Management held 3,304 shares of Oracle worth $484K as of Q2 2026.
Level Wealth Management sold 143 Oracle shares in Q2 2026, an estimated $25.9K.
Oracle made up 0.19% of Level Wealth Management's portfolio in Q2 2026, its #37 holding.
Level Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
Level Wealth Management's Oracle position peaked at $929K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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