Portus Wealth Advisors’s Oracle ORCL Stock Holding History

Portus 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	–	Sell	-524	Closed	-$77.1K	–	380
2026 Q1	$77.1K	Sell	524 -635	-55%	-$103K	0.07%	63
2025 Q4	$226K	Buy	1,159 +8	+0.7%	+$1.91K	0.21%	51
2025 Q3	$324K	Buy	+1,151	New	+$293K	0.32%	43

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

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

Portus Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 524 shares — an estimated $77.1K sold.

Portus Wealth Advisors first reported a position in ORCL in Q3 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Portus Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 524 Oracle shares in Q2 2026, an estimated $77.1K.
Portus Wealth Advisors first reported a position in Oracle in Q3 2025 and held it in 3 quarters.
Portus Wealth Advisors's Oracle position peaked at $324K in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.