Liberty Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.8M | Hold |
25,810
| – | – | 0.47% | 54 |
|
|
2026
Q1 | $3.8M | Buy |
25,810
+405
| +2% | +$65.8K | 0.47% | 54 |
|
|
2025
Q4 | $4.95M | Buy |
25,405
+55
| +0.2% | +$13.1K | 0.64% | 40 |
|
|
2025
Q3 | $7.13M | Buy |
25,350
+1,195
| +5% | +$304K | 1% | 28 |
|
|
2025
Q2 | $5.28M | Buy |
24,155
+219
| +0.9% | +$35.4K | 0.83% | 32 |
|
|
2025
Q1 | $3.35M | Sell |
23,936
-72
| -0.3% | -$11.7K | 0.64% | 41 |
|
|
2024
Q4 | $4M | Sell |
24,008
-170
| -0.7% | -$30.2K | 0.67% | 38 |
|
|
2024
Q3 | $4.14M | Sell |
24,178
-6,006
| -20% | -$870K | 0.7% | 37 |
|
|
2024
Q2 | $3.39M | Buy |
30,184
+7,218
| +31% | +$896K | 0.62% | 41 |
|
|
2024
Q1 | $2.88M | Buy |
22,966
+59
| +0.3% | +$6.75K | 0.56% | 41 |
|
|
2023
Q4 | $2.42M | Buy |
22,907
+231
| +1% | +$25.2K | 0.52% | 43 |
|
|
2023
Q3 | $2.4M | Sell |
22,676
-1,077
| -5% | -$125K | 0.6% | 37 |
|
|
2023
Q2 | $2.83M | Sell |
23,753
-12,372
| -34% | -$1.28M | 0.7% | 33 |
|
|
2023
Q1 | $3.3M | Buy |
+36,125
| New | +$3.17M | 0.68% | 38 |
|
|
2022
Q3 | $1.41M | Buy |
23,076
+399
| +2% | +$29.2K | 0.38% | 43 |
|
|
2022
Q2 | $1.58M | Buy |
22,677
+76
| +0.3% | +$5.56K | 0.64% | 38 |
|
|
2022
Q1 | $1.87M | Buy |
22,601
+52
| +0.2% | +$4.21K | 0.67% | 35 |
|
|
2021
Q4 | $1.97M | Buy |
22,549
+6
| +0% | +$563 | 0.09% | 53 |
|
|
2021
Q3 | $1.96M | Buy |
22,543
+121
| +0.5% | +$10.7K | 0.7% | 32 |
|
|
2021
Q2 | $1.75M | Buy |
22,422
+12,336
| +122% | +$966K | 0.68% | 27 |
|
|
2021
Q1 | $620K | Hold |
10,086
| – | – | 0.3% | 51 |
|
|
2020
Q4 | $620K | Sell |
10,086
-186
| -2% | -$11.1K | 0.3% | 51 |
|
|
2020
Q3 | $613K | Buy |
10,272
+113
| +1% | +$6.42K | 0.36% | 44 |
|
|
2020
Q2 | $562K | Buy |
10,159
+13
| +0.1% | +$689 | 0.4% | 43 |
|
|
2020
Q1 | $490K | Sell |
10,146
-2,977
| -23% | -$154K | 0.43% | 44 |
|
|
2019
Q4 | $695K | Buy |
13,123
+6,264
| +91% | +$345K | 0.55% | 32 |
|
|
2019
Q3 | $377K | Sell |
6,859
-4,480
| -40% | -$247K | 0.36% | 53 |
|
|
2019
Q2 | $646K | Buy |
11,339
+4,553
| +67% | +$246K | 0.57% | 37 |
|
|
2019
Q1 | $364K | Buy |
6,786
+51
| +0.8% | +$2.6K | 0.27% | 53 |
|
|
2018
Q4 | $304K | Buy |
+6,735
| New | +$323K | 0.23% | 64 |
|
Other funds holding ORCL
Liberty Wealth Management's ORCL Position: Q2 2026 in Review
Liberty Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 25,810 shares worth $3.8M. The position accounts for 0.47% of the portfolio, ranked #54.
Liberty Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.13M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Liberty Wealth Management held 25,810 shares of Oracle worth $3.8M as of Q2 2026.
- Liberty Wealth Management left its Oracle share count unchanged in Q2 2026.
- Oracle made up 0.47% of Liberty Wealth Management's portfolio in Q2 2026, its #54 holding.
- Liberty Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
- Liberty Wealth Management's Oracle position peaked at $7.13M in Q3 2025.
- 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.