Pacific Excel Wealth Advisors’s Oracle ORCL Stock Holding History

Pacific Excel 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	$345K	Buy	+2,355	New	+$427K	0.13%	127

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

Pacific Excel Wealth Advisors's ORCL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 2,355 shares worth $345K. The stake represents 0.13% of the portfolio and ranks #127 among its holdings.

3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Pacific Excel Wealth Advisors held 2,355 shares of Oracle worth $345K as of Q2 2026.
Oracle was a new Pacific Excel Wealth Advisors position in Q2 2026.
Oracle made up 0.13% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #127 holding.
3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.