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Potentia Wealth’s Oracle ORCL Stock Holding History

Potentia Wealth’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 		$765K Sell
5,220
-6,208
-54% -$1.13M 0.31% 39
2026
Q1 		$1.68M Buy
11,428
+93
+0.8% +$15.1K 0.65% 23
2025
Q4 		$2.21M Hold
11,335
– – 0.81% 20
2025
Q3 		$3.19M Hold
11,335
– – 1.22% 19
2025
Q2 		$2.48M Hold
11,335
– – 1.41% 11
2025
Q1 		$1.58M Sell
11,335
-532
-4% -$86.6K 0.74% 22
2024
Q4 		$1.98M Buy
+11,867
New +$2.11M 0.88% 22

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

Potentia Wealth's ORCL Position: Q2 2026 in Review

Potentia Wealth reduced its Oracle (ORCL) stake by 54% in Q2 2026, selling an estimated $1.13M and leaving 5,220 shares worth $765K. The position accounts for 0.31% of the portfolio, ranked #39.

Potentia Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Potentia Wealth held 5,220 shares of Oracle worth $765K as of Q2 2026.
  • Potentia Wealth sold 6,208 Oracle shares in Q2 2026, an estimated $1.13M.
  • Oracle made up 0.31% of Potentia Wealth's portfolio in Q2 2026, its #39 holding.
  • Potentia Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Oracle position peaked at $3.19M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.