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Oak Harbor Wealth Partners’s Oracle ORCL Stock Holding History

Oak Harbor 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 		$245K Sell
1,675
-4,222
-72% -$765K 0.09% 141
2026
Q1 		$868K Buy
5,897
+1,097
+23% +$178K 0.2% 103
2025
Q4 		$936K Sell
4,800
-9
-0.2% -$2.14K 0.22% 100
2025
Q3 		$1.35M Buy
4,809
+115
+2% +$29.3K 0.33% 70
2025
Q2 		$1.03M Buy
4,694
+835
+22% +$135K 0.28% 79
2025
Q1 		$540K Buy
3,859
+2,233
+137% +$364K 0.15% 112
2024
Q4 		$271K Hold
1,626
– – 0.08% 150
2024
Q3 		$277K Hold
1,626
– – 0.08% 146
2024
Q2 		$230K Sell
1,626
-500
-24% -$62.1K 0.07% 151
2024
Q1 		$267K Hold
2,126
– – 0.08% 145
2023
Q4 		$224K Sell
2,126
-53
-2% -$5.78K 0.08% 158
2023
Q3 		$231K Sell
2,179
-424
-16% -$49.1K 0.08% 149
2023
Q2 		$310K Hold
2,603
– – 0.11% 132
2023
Q1 		$242K Hold
2,603
– – 0.09% 148
2022
Q4 		$213K Buy
+2,603
New +$198K 0.08% 153
2022
Q2 		– Sell
-2,603
Closed -$215K – 223
2022
Q1 		$215K Sell
2,603
-76
-3% -$6.16K 0.07% 155
2021
Q4 		$234K Buy
+2,679
New +$252K 0.08% 152

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

Oak Harbor Wealth Partners's ORCL Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Oracle (ORCL) stake by 72% in Q2 2026, selling an estimated $765K and leaving 1,675 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #141.

Oak Harbor Wealth Partners first reported a position in ORCL in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.35M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Oak Harbor Wealth Partners held 1,675 shares of Oracle worth $245K as of Q2 2026.
  • Oak Harbor Wealth Partners sold 4,222 Oracle shares in Q2 2026, an estimated $765K.
  • Oracle made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • Oak Harbor Wealth Partners first reported a position in Oracle in Q4 2021 and has held it in 17 quarters since.
  • Oak Harbor Wealth Partners's Oracle position peaked at $1.35M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.