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Paces Ferry Wealth Advisors’s Oracle ORCL Stock Holding History

Paces Ferry 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 		$741K Sell
5,058
-349
-6% -$63.3K 0.27% 52
2026
Q1 		$795K Hold
5,407
– – 0.33% 47
2025
Q4 		$1.05M Sell
5,407
-740
-12% -$176K 0.43% 39
2025
Q3 		$1.73M Sell
6,147
-214
-3% -$54.5K 0.72% 29
2025
Q2 		$1.39M Sell
6,361
-476
-7% -$76.9K 0.64% 35
2025
Q1 		$956K Sell
6,837
-133
-2% -$21.7K 0.48% 39
2024
Q4 		$1.16M Sell
6,970
-347
-5% -$61.6K 0.56% 37
2024
Q3 		$1.25M Sell
7,317
-41
-0.6% -$5.94K 0.72% 32
2024
Q2 		$1.04M Sell
7,358
-158
-2% -$19.6K 0.63% 34
2024
Q1 		$944K Sell
7,516
-435
-5% -$49.8K 0.6% 36
2023
Q4 		$838K Sell
7,951
-174
-2% -$19K 0.58% 42
2023
Q3 		$861K Sell
8,125
-132
-2% -$15.3K 0.68% 38
2023
Q2 		$983K Buy
8,257
+64
+0.8% +$6.62K 0.74% 38
2023
Q1 		$761K Sell
8,193
-27
-0.3% -$2.37K 0.61% 42
2022
Q4 		$672K Sell
8,220
-120
-1% -$9.12K 0.65% 37
2022
Q3 		$509K Sell
8,340
-4
-0% -$293 0.56% 41
2022
Q2 		$583K Sell
8,344
-1,010
-11% -$73.9K 0.57% 40
2022
Q1 		$774K Sell
9,354
-423
-4% -$34.3K 0.62% 37
2021
Q4 		$853K Sell
9,777
-616
-6% -$57.8K 0.61% 38
2021
Q3 		$906K Sell
10,393
-279
-3% -$24.6K 0.72% 35
2021
Q2 		$831K Sell
10,672
-11
-0.1% -$861 0.64% 40
2021
Q1 		$750K Sell
10,683
-351
-3% -$22.7K 0.65% 42
2020
Q4 		$714K Sell
11,034
-82
-0.7% -$4.88K 0.65% 42
2020
Q3 		$664K Buy
+11,116
New +$631K 0.58% 38

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

Paces Ferry Wealth Advisors's ORCL Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its Oracle (ORCL) stake by 6.5% in Q2 2026, selling an estimated $63.3K and leaving 5,058 shares worth $741K. The position accounts for 0.27% of the portfolio, ranked #52.

Paces Ferry Wealth Advisors first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.73M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Paces Ferry Wealth Advisors held 5,058 shares of Oracle worth $741K as of Q2 2026.
  • Paces Ferry Wealth Advisors sold 349 Oracle shares in Q2 2026, an estimated $63.3K.
  • Oracle made up 0.27% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Paces Ferry Wealth Advisors first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Paces Ferry Wealth Advisors's Oracle position peaked at $1.73M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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