MWM
ORCL icon

Modern Wealth Management’s Oracle ORCL Stock Holding History

Modern Wealth Management’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 		$7.15M Buy
48,820
+21,809
+81% +$3.95M 0.09% 216
2026
Q1 		$3.92M Buy
27,011
+3,865
+17% +$628K 0.07% 226
2025
Q4 		$4.51M Buy
23,146
+495
+2% +$118K 0.08% 200
2025
Q3 		$6.37M Buy
22,651
+392
+2% +$99.8K 0.13% 164
2025
Q2 		$4.87M Sell
22,259
-352
-2% -$56.8K 0.12% 169
2025
Q1 		$3.16M Buy
22,611
+8,142
+56% +$1.33M 0.1% 169
2024
Q4 		$2.41M Buy
14,469
+8,987
+164% +$1.6M 0.09% 166
2024
Q3 		$934K Buy
5,482
+699
+15% +$101K 0.06% 169
2024
Q2 		$675K Buy
4,783
+174
+4% +$21.6K 0.05% 175
2024
Q1 		$579K Buy
4,609
+831
+22% +$95.1K 0.05% 159
2023
Q4 		$398K Buy
+3,778
New +$412K 0.05% 111

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 $3.38T AUM 44.17% 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

Modern Wealth Management's ORCL Position: Q2 2026 in Review

Modern Wealth Management increased its Oracle (ORCL) stake by 81% in Q2 2026, buying an estimated $3.95M and bringing the position to 48,820 shares worth $7.15M. The position accounts for 0.09% of the portfolio, ranked #216.

Modern Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Modern Wealth Management held 48,820 shares of Oracle worth $7.15M as of Q2 2026.
  • Modern Wealth Management bought 21,809 Oracle shares in Q2 2026, an estimated $3.95M.
  • Oracle made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Modern Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.