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Phoenix Wealth Advisors’s Oracle ORCL Stock Holding History

Phoenix 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 		$617K Sell
4,208
-34
-0.8% -$6.16K 0.21% 73
2026
Q1 		$624K Sell
4,242
-146
-3% -$23.7K 0.25% 71
2025
Q4 		$855K Sell
4,388
-26
-0.6% -$6.19K 0.33% 63
2025
Q3 		$1.24M Sell
4,414
-39
-0.9% -$9.93K 0.48% 47
2025
Q2 		$974K Buy
4,453
+5
+0.1% +$807 0.41% 55
2025
Q1 		$622K Sell
4,448
-27
-0.6% -$4.4K 0.27% 67
2024
Q4 		$746K Buy
4,475
+21
+0.5% +$3.73K 0.32% 60
2024
Q3 		$759K Sell
4,454
-50
-1% -$7.24K 0.35% 60
2024
Q2 		$636K Buy
4,504
+315
+8% +$39.1K 0.32% 65
2024
Q1 		$526K Sell
4,189
-39
-0.9% -$4.46K 0.32% 63
2023
Q4 		$440K Sell
4,228
-54
-1% -$5.89K 0.31% 58
2023
Q3 		$454K Buy
4,282
+40
+0.9% +$4.63K 0.27% 49
2023
Q2 		$505K Sell
4,242
-1,646
-28% -$170K 0.29% 50
2023
Q1 		$547K Sell
5,888
-81
-1% -$7.1K 0.34% 44
2022
Q4 		$488K Buy
5,969
+246
+4% +$18.7K 0.29% 48
2022
Q3 		$350K Sell
5,723
-13
-0.2% -$952 0.35% 65
2022
Q2 		$401K Buy
5,736
+383
+7% +$28K 0.4% 50
2022
Q1 		$440K Buy
5,353
+343
+7% +$27.8K 0.45% 56
2021
Q4 		$437K Sell
5,010
-813
-14% -$76.3K 0.33% 69
2021
Q3 		$507K Buy
5,823
+43
+0.7% +$3.8K 0.38% 65
2021
Q2 		$480K Buy
5,780
+388
+7% +$30.4K 0.35% 69
2021
Q1 		$387K Buy
5,392
+835
+18% +$54.1K 0.3% 67
2020
Q4 		$295K Buy
+4,557
New +$271K 0.22% 76

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

Phoenix Wealth Advisors's ORCL Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Oracle (ORCL) stake by 0.8% in Q2 2026, selling an estimated $6.16K and leaving 4,208 shares worth $617K. The position accounts for 0.21% of the portfolio, ranked #73.

Phoenix Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.24M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Phoenix Wealth Advisors held 4,208 shares of Oracle worth $617K as of Q2 2026.
  • Phoenix Wealth Advisors sold 34 Oracle shares in Q2 2026, an estimated $6.16K.
  • Oracle made up 0.21% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Phoenix Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Phoenix Wealth Advisors's Oracle position peaked at $1.24M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.