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Palacios Wealth Management’s Oracle ORCL Stock Holding History

Palacios Wealth Management’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 		$1.28M Buy
8,752
+47
+0.5% +$8.52K 0.76% 26
2026
Q1 		$1.4M Sell
8,705
-156
-2% -$25.4K 0.88% 21
2025
Q4 		$1.73M Buy
8,861
+52
+0.6% +$12.4K 1.32% 19
2025
Q3 		$2.48M Buy
8,809
+125
+1% +$31.8K 1.63% 18
2025
Q2 		$1.9M Buy
8,684
+19
+0.2% +$3.07K 1.56% 15
2025
Q1 		$1.21M Hold
8,665
– – 0.9% 19
2024
Q4 		$1.37M Buy
+8,665
New +$1.54M 1.48% 17

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

Palacios Wealth Management's ORCL Position: Q2 2026 in Review

Palacios Wealth Management increased its Oracle (ORCL) stake by 0.54% in Q2 2026, buying an estimated $8.52K and bringing the position to 8,752 shares worth $1.28M. The position accounts for 0.76% of the portfolio, ranked #26.

Palacios Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.48M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Palacios Wealth Management held 8,752 shares of Oracle worth $1.28M as of Q2 2026.
  • Palacios Wealth Management bought 47 Oracle shares in Q2 2026, an estimated $8.52K.
  • Oracle made up 0.76% of Palacios Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Palacios Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Palacios Wealth Management's Oracle position peaked at $2.48M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.