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Moss Adams Wealth Advisors’s Oracle ORCL Stock Holding History

Moss Adams Wealth Advisors’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 		$1.43M Sell
9,784
-2,685
-22% -$487K 0.09% 76
2026
Q1 		$1.83M Buy
12,469
+838
+7% +$136K 0.13% 52
2025
Q4 		$2.27M Sell
11,631
-241
-2% -$57.4K 0.16% 44
2025
Q3 		$3.34M Buy
11,872
+448
+4% +$114K 0.26% 32
2025
Q2 		$2.5M Buy
11,424
+700
+7% +$113K 0.23% 41
2025
Q1 		$1.5M Buy
10,724
+572
+6% +$93.1K 0.16% 49
2024
Q4 		$1.69M Buy
10,152
+204
+2% +$36.2K 0.18% 41
2024
Q3 		$1.7M Buy
9,948
+1,386
+16% +$201K 0.19% 38
2024
Q2 		$1.21M Buy
8,562
+787
+10% +$97.7K 0.17% 43
2024
Q1 		$977K Buy
7,775
+3,928
+102% +$450K 0.16% 45
2023
Q4 		$406K Buy
3,847
+566
+17% +$61.8K 0.08% 60
2023
Q3 		$348K Buy
3,281
+89
+3% +$10.3K 0.12% 58
2023
Q2 		$380K Sell
3,192
-204
-6% -$21.1K 0.12% 54
2023
Q1 		$316K Sell
3,396
-101
-3% -$8.86K 0.11% 61
2022
Q4 		$286K Buy
+3,497
New +$266K 0.14% 75

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

Moss Adams Wealth Advisors's ORCL Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Oracle (ORCL) stake by 22% in Q2 2026, selling an estimated $487K and leaving 9,784 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #76.

Moss Adams Wealth Advisors first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.34M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Moss Adams Wealth Advisors held 9,784 shares of Oracle worth $1.43M as of Q2 2026.
  • Moss Adams Wealth Advisors sold 2,685 Oracle shares in Q2 2026, an estimated $487K.
  • Oracle made up 0.09% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Moss Adams Wealth Advisors first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Moss Adams Wealth Advisors's Oracle position peaked at $3.34M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.