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Oxford Wealth Group’s Oracle ORCL Stock Holding History

Oxford Wealth Group’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 		$615K Sell
4,197
-280
-6% -$50.7K 0.28% 56
2026
Q1 		$659K Sell
4,477
-577
-11% -$93.8K 0.36% 48
2025
Q4 		$985K Buy
+5,054
New +$1.2M 0.48% 40
2024
Q4 		$1.75M Sell
10,492
-536
-5% -$95.2K 1.13% 17
2024
Q3 		$1.88M Sell
11,028
-5,939
-35% -$860K 1.53% 17
2024
Q2 		$2.4M Buy
16,967
+5,038
+42% +$626K 1.65% 16
2024
Q1 		$1.5M Buy
+11,929
New +$1.37M 1.36% 20

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 $3.38T AUM 44.17% 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

Oxford Wealth Group's ORCL Position: Q2 2026 in Review

Oxford Wealth Group reduced its Oracle (ORCL) stake by 6.3% in Q2 2026, selling an estimated $50.7K and leaving 4,197 shares worth $615K. The position accounts for 0.28% of the portfolio, ranked #56.

Oxford Wealth Group first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.4M in Q2 2024. 3,534 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Oxford Wealth Group held 4,197 shares of Oracle worth $615K as of Q2 2026.
  • Oxford Wealth Group sold 280 Oracle shares in Q2 2026, an estimated $50.7K.
  • Oracle made up 0.28% of Oxford Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Oxford Wealth Group first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
  • Oxford Wealth Group's Oracle position peaked at $2.4M in Q2 2024.
  • 3,534 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.