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Madison Wealth Partners’s Oracle ORCL Stock Holding History

Madison 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 		$818K Buy
5,579
+2,010
+56% +$364K 0.1% 105
2026
Q1 		$525K Buy
3,569
+192
+6% +$31.2K 0.08% 109
2025
Q4 		$658K Sell
3,377
-326
-9% -$77.6K 0.12% 83
2025
Q3 		$1.04M Buy
3,703
+1
+0% +$255 0.21% 55
2025
Q2 		$809K Buy
3,702
+52
+1% +$8.4K 0.18% 61
2025
Q1 		$510K Buy
3,650
+522
+17% +$85K 0.13% 77
2024
Q4 		$521K Buy
3,128
+17
+0.5% +$3.02K 0.15% 76
2024
Q3 		$530K Hold
3,111
– – 0.16% 74
2024
Q2 		$439K Buy
3,111
+23
+0.7% +$2.86K 0.15% 70
2024
Q1 		$388K Hold
3,088
– – 0.14% 75
2023
Q4 		$326K Sell
3,088
-175
-5% -$19.1K 0.13% 85
2023
Q3 		$346K Buy
3,263
+97
+3% +$11.2K 0.17% 59
2023
Q2 		$377K Buy
3,166
+20
+0.6% +$2.07K 0.18% 56
2023
Q1 		$292K Sell
3,146
-154
-5% -$13.5K 0.15% 65
2022
Q4 		$270K Buy
+3,300
New +$251K 0.16% 65
2022
Q3 		– Sell
-3,173
Closed -$222K – 75
2022
Q2 		$222K Hold
3,173
– – 0.14% 70
2022
Q1 		$263K Buy
3,173
+123
+4% +$9.96K 0.15% 59
2021
Q4 		$266K Buy
3,050
+142
+5% +$13.3K 0.13% 58
2021
Q3 		$253K Hold
2,908
– – 0.14% 57
2021
Q2 		$226K Buy
+2,908
New +$228K 0.13% 63

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

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

Madison Wealth Partners increased its Oracle (ORCL) stake by 56% in Q2 2026, buying an estimated $364K and bringing the position to 5,579 shares worth $818K. The position accounts for 0.1% of the portfolio, ranked #105.

Madison Wealth Partners first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Madison Wealth Partners held 5,579 shares of Oracle worth $818K as of Q2 2026.
  • Madison Wealth Partners bought 2,010 Oracle shares in Q2 2026, an estimated $364K.
  • Oracle made up 0.1% of Madison Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Madison Wealth Partners first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
  • Madison Wealth Partners's Oracle position peaked at $1.04M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.