ORG Wealth Partners’s Oracle ORCL Stock Holding History

ORG 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	$581K	Sell	3,966 -1,864	-32%	-$338K	0.09%	135
2026 Q1	$858K	Sell	5,830 -287	-5%	-$46.7K	0.17%	80
2025 Q4	$1.19M	Sell	6,117 -227	-4%	-$54K	0.28%	59
2025 Q3	$1.78M	Buy	6,344 +583	+10%	+$148K	0.38%	38
2025 Q2	$1.26M	Buy	5,761 +813	+16%	+$131K	0.3%	48
2025 Q1	$702K	Buy	4,948 +1,201	+32%	+$196K	0.22%	85
2024 Q4	$624K	Buy	3,747 +678	+22%	+$120K	0.19%	48
2024 Q3	$523K	Buy	+3,069	New	+$445K	0.17%	63

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

ORG Wealth Partners's ORCL Position: Q2 2026 in Review

ORG Wealth Partners reduced its Oracle (ORCL) stake by 32% in Q2 2026, selling an estimated $338K and leaving 3,966 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #135.

ORG Wealth Partners first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.78M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

ORG Wealth Partners held 3,966 shares of Oracle worth $581K as of Q2 2026.
ORG Wealth Partners sold 1,864 Oracle shares in Q2 2026, an estimated $338K.
Oracle made up 0.09% of ORG Wealth Partners's portfolio in Q2 2026, its #135 holding.
ORG Wealth Partners first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Oracle position peaked at $1.78M in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.