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Outlook Wealth Advisors’s Oracle ORCL Stock Holding History

Outlook 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 		$815K Sell
5,560
-95
-2% -$17.2K 0.18% 123
2026
Q1 		$832K Buy
5,655
+4,577
+425% +$744K 0.2% 106
2025
Q4 		$210K Buy
1,078
+173
+19% +$41.2K 0.05% 292
2025
Q3 		$255K Buy
+905
New +$230K 0.06% 266

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

Outlook Wealth Advisors's ORCL Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Oracle (ORCL) stake by 1.7% in Q2 2026, selling an estimated $17.2K and leaving 5,560 shares worth $815K. The position accounts for 0.18% of the portfolio, ranked #123.

Outlook Wealth Advisors first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $832K in Q1 2026. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Outlook Wealth Advisors held 5,560 shares of Oracle worth $815K as of Q2 2026.
  • Outlook Wealth Advisors sold 95 Oracle shares in Q2 2026, an estimated $17.2K.
  • Oracle made up 0.18% of Outlook Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • Outlook Wealth Advisors first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Outlook Wealth Advisors's Oracle position peaked at $832K in Q1 2026.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.