Oakwell Private Wealth Management’s Oracle ORCL Stock Holding History

Oakwell Private 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	$1.06M	Sell	7,218 -823	-10%	-$149K	0.18%	45
2026 Q1	$1.18M	Buy	8,041 +824	+11%	+$134K	0.21%	40
2025 Q4	$1.41M	Buy	7,217 +998	+16%	+$238K	0.26%	39
2025 Q3	$1.75M	Buy	6,219 +87	+1%	+$22.2K	0.35%	29
2025 Q2	$1.34M	Buy	6,132 +1,161	+23%	+$187K	0.31%	33
2025 Q1	$695K	Buy	+4,971	New	+$809K	0.19%	41

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

Oakwell Private Wealth Management's ORCL Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $149K and leaving 7,218 shares worth $1.06M. The position accounts for 0.18% of the portfolio, ranked #45.

Oakwell Private Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Oakwell Private Wealth Management held 7,218 shares of Oracle worth $1.06M as of Q2 2026.
Oakwell Private Wealth Management sold 823 Oracle shares in Q2 2026, an estimated $149K.
Oracle made up 0.18% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #45 holding.
Oakwell Private Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Oakwell Private Wealth Management's Oracle position peaked at $1.75M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.