LWM Advisory Services’s Oracle ORCL Stock Holding History

LWM Advisory Services’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	$323K	Buy	2,205 +528	+31%	+$95.7K	0.58%	58
2026 Q1	$247K	Buy	+1,677	New	+$273K	0.26%	71

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

LWM Advisory Services's ORCL Position: Q2 2026 in Review

LWM Advisory Services increased its Oracle (ORCL) stake by 31% in Q2 2026, buying an estimated $95.7K and bringing the position to 2,205 shares worth $323K. The position accounts for 0.58% of the portfolio, ranked #58.

LWM Advisory Services first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

LWM Advisory Services held 2,205 shares of Oracle worth $323K as of Q2 2026.
LWM Advisory Services bought 528 Oracle shares in Q2 2026, an estimated $95.7K.
Oracle made up 0.58% of LWM Advisory Services's portfolio in Q2 2026, its #58 holding.
LWM Advisory Services first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.