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Lifelong Wealth Advisors’s Oracle ORCL Stock Holding History

Lifelong Wealth Advisors’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 		$5.04M Buy
34,407
+31
+0.1% +$5.62K 1.18% 16
2026
Q1 		$5.06M Sell
34,376
-5
-0% -$813 1.34% 16
2025
Q4 		$6.7M Sell
34,381
-13
-0% -$3.1K 1.78% 13
2025
Q3 		$9.67M Sell
34,394
-4,425
-11% -$1.13M 2.88% 7
2025
Q2 		$8.49M Sell
38,819
-1,143
-3% -$185K 2.82% 7
2025
Q1 		$5.59M Buy
39,962
+8
+0% +$1.3K 2.62% 6
2024
Q4 		$6.66M Buy
+39,954
New +$7.1M 2.99% 4

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

Lifelong Wealth Advisors's ORCL Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its Oracle (ORCL) stake by 0.09% in Q2 2026, buying an estimated $5.62K and bringing the position to 34,407 shares worth $5.04M. The position accounts for 1.18% of the portfolio, ranked #16.

Lifelong Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.67M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Lifelong Wealth Advisors held 34,407 shares of Oracle worth $5.04M as of Q2 2026.
  • Lifelong Wealth Advisors bought 31 Oracle shares in Q2 2026, an estimated $5.62K.
  • Oracle made up 1.18% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Lifelong Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Lifelong Wealth Advisors's Oracle position peaked at $9.67M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.