MorganRosel Wealth Management’s Oracle ORCL Stock Holding History

MorganRosel 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	$425K	Hold	2,900	–	–	0.14%	86
2026 Q1	$427K	Hold	2,900	–	–	0.17%	80
2025 Q4	$565K	Hold	2,900	–	–	0.14%	85
2025 Q3	$816K	Hold	2,900	–	–	0.21%	72
2025 Q2	$634K	Hold	2,900	–	–	0.17%	81
2025 Q1	$405K	Hold	2,900	–	–	0.12%	88
2024 Q4	$483K	Buy	+2,900	New	+$515K	0.16%	83

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

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

MorganRosel Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 2,900 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #86.

MorganRosel Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MorganRosel Wealth Management held 2,900 shares of Oracle worth $425K as of Q2 2026.
MorganRosel Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.14% of MorganRosel Wealth Management's portfolio in Q2 2026, its #86 holding.
MorganRosel Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
MorganRosel Wealth Management's Oracle position peaked at $816K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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