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Paulson Wealth Management’s Oracle ORCL Stock Holding History

Paulson 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 		$216K Hold
1,477
– – 0.05% 142
2026
Q1 		$217K Sell
1,477
-100
-6% -$16.3K 0.05% 132
2025
Q4 		$307K Sell
1,577
-677
-30% -$161K 0.07% 107
2025
Q3 		$634K Sell
2,254
-593
-21% -$151K 0.15% 69
2025
Q2 		$622K Hold
2,847
– – 0.16% 68
2025
Q1 		$398K Sell
2,847
-48
-2% -$7.82K 0.11% 87
2024
Q4 		$482K Sell
2,895
-69
-2% -$12.3K 0.13% 79
2024
Q3 		$505K Hold
2,964
– – 0.14% 80
2024
Q2 		$419K Buy
2,964
+100
+3% +$12.4K 0.12% 87
2024
Q1 		$360K Hold
2,864
– – 0.11% 103
2023
Q4 		$302K Sell
2,864
-300
-9% -$32.7K 0.1% 104
2023
Q3 		$335K Hold
3,164
– – 0.12% 93
2023
Q2 		$377K Buy
3,164
+752
+31% +$77.8K 0.13% 84
2023
Q1 		$224K Buy
+2,412
New +$212K 0.1% 88
2022
Q3 		– Sell
-4,682
Closed -$327K – 83
2022
Q2 		$327K Hold
4,682
– – 0.17% 55
2022
Q1 		$387K Sell
4,682
-219
-4% -$17.7K 0.18% 53
2021
Q4 		$427K Buy
4,901
+1,375
+39% +$129K 0.19% 50
2021
Q3 		$307K Sell
3,526
-2,057
-37% -$182K 0.15% 70
2021
Q2 		$435K Sell
5,583
-112
-2% -$8.77K 0.21% 60
2021
Q1 		$446K Buy
5,695
+526
+10% +$34.1K 0.22% 61
2020
Q4 		$334K Buy
+5,169
New +$308K 0.19% 68
2018
Q1 		– Sell
-757
Closed -$36K – 393
2017
Q4 		$36K Buy
+757
New +$37.1K 0.03% 229

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

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

Paulson Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 1,477 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #142.

Paulson Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 22 quarters since. The position peaked at $634K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Paulson Wealth Management held 1,477 shares of Oracle worth $216K as of Q2 2026.
  • Paulson Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of Paulson Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Paulson Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 22 quarters since.
  • Paulson Wealth Management's Oracle position peaked at $634K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.