Measured Wealth Private Client Group’s Oracle ORCL Stock Holding History

Measured Wealth Private Client Group’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	$69.9K	Sell	477 -192	-29%	-$34.8K	0.02%	279
2026 Q1	$98.4K	Buy	669 +241	+56%	+$39.2K	0.03%	235
2025 Q4	$83.4K	Sell	428 -13	-3%	-$3.1K	0.02%	257
2025 Q3	$124K	Buy	+441	New	+$112K	0.03%	222
2022 Q1	–	Sell	-3,644	Closed	-$318K	–	190
2021 Q4	$318K	Buy	3,644 +34	+0.9%	+$3.19K	0.11%	111
2021 Q3	$315K	Sell	3,610 -985	-21%	-$87K	0.12%	116
2021 Q2	$358K	Buy	4,595 +1,176	+34%	+$92.1K	0.11%	117
2021 Q1	$240K	Buy	+3,419	New	+$221K	0.09%	135
2019 Q3	–	Sell	-5,900	Closed	-$336K	–	185
2019 Q2	$336K	Sell	5,900 -221	-4%	-$12K	0.19%	115
2019 Q1	$329K	Buy	+6,121	New	+$312K	0.2%	113
2018 Q4	–	Sell	-4,340	Closed	-$224K	–	504
2018 Q3	$224K	Sell	4,340 -779	-15%	-$37.8K	0.13%	135
2018 Q2	$225K	Buy	+5,119	New	+$236K	0.18%	127

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 $3.38T AUM 44.17% 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

Measured Wealth Private Client Group's ORCL Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its Oracle (ORCL) stake by 29% in Q2 2026, selling an estimated $34.8K and leaving 477 shares worth $69.9K. The position accounts for 0.02% of the portfolio, ranked #279.

Measured Wealth Private Client Group first reported a position in ORCL in Q2 2018 and has held it in 12 quarters since. The position peaked at $358K in Q2 2021. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Measured Wealth Private Client Group held 477 shares of Oracle worth $69.9K as of Q2 2026.
Measured Wealth Private Client Group sold 192 Oracle shares in Q2 2026, an estimated $34.8K.
Oracle made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #279 holding.
Measured Wealth Private Client Group first reported a position in Oracle in Q2 2018 and has held it in 12 quarters since.
Measured Wealth Private Client Group's Oracle position peaked at $358K in Q2 2021.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.