Power Wealth Management’s Oracle ORCL Stock Holding History

Power 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	$443K	Sell	3,021 -1,209	-29%	-$219K	0.15%	75
2026 Q1	$622K	Buy	4,230 +289	+7%	+$47K	0.23%	61
2025 Q4	$768K	Buy	3,941 +13	+0.3%	+$3.1K	0.27%	60
2025 Q3	$1.1M	Buy	3,928 +2,049	+109%	+$522K	0.4%	43
2025 Q2	$411K	Buy	+1,879	New	+$303K	0.16%	71
2025 Q1	–	Sell	-1,674	Closed	-$279K	–	91
2024 Q4	$279K	Sell	1,674 -63	-4%	-$11.2K	0.12%	80
2024 Q3	$296K	Buy	1,737 +91	+6%	+$13.2K	0.13%	76
2024 Q2	$232K	Sell	1,646 -33	-2%	-$4.1K	0.11%	90
2024 Q1	$211K	Sell	1,679 -353	-17%	-$40.4K	0.13%	94
2023 Q4	$214K	Buy	+2,032	New	+$222K	0.15%	89

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

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

Power Wealth Management reduced its Oracle (ORCL) stake by 29% in Q2 2026, selling an estimated $219K and leaving 3,021 shares worth $443K. The position accounts for 0.15% of the portfolio, ranked #75.

Power Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Power Wealth Management held 3,021 shares of Oracle worth $443K as of Q2 2026.
Power Wealth Management sold 1,209 Oracle shares in Q2 2026, an estimated $219K.
Oracle made up 0.15% of Power Wealth Management's portfolio in Q2 2026, its #75 holding.
Power Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's Oracle position peaked at $1.1M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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