Premier Path Wealth Partners’s Oracle ORCL Stock Holding History

Premier Path Wealth Partners’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	$1.67M	Sell	11,429 -1,232	-10%	-$223K	0.19%	109
2026 Q1	$1.86M	Buy	12,661 +4,802	+61%	+$781K	0.24%	95
2025 Q4	$1.53M	Buy	7,859 +48	+0.6%	+$11.4K	0.2%	108
2025 Q3	$2.2M	Buy	7,811 +421	+6%	+$107K	0.28%	79
2025 Q2	$1.62M	Buy	7,390 +543	+8%	+$87.7K	0.22%	103
2025 Q1	$957K	Sell	6,847 -170	-2%	-$27.7K	0.15%	164
2024 Q4	$1.17M	Buy	7,017 +82	+1%	+$14.6K	0.18%	138
2024 Q3	$1.18M	Sell	6,935 -45	-0.6%	-$6.52K	0.19%	140
2024 Q2	$986K	Buy	6,980 +279	+4%	+$34.6K	0.17%	146
2024 Q1	$842K	Buy	6,701 +9	+0.1%	+$1.03K	0.16%	151
2023 Q4	$706K	Buy	+6,692	New	+$730K	0.16%	149

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

Premier Path Wealth Partners's ORCL Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Oracle (ORCL) stake by 9.7% in Q2 2026, selling an estimated $223K and leaving 11,429 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #109.

Premier Path Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.2M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Premier Path Wealth Partners held 11,429 shares of Oracle worth $1.67M as of Q2 2026.
Premier Path Wealth Partners sold 1,232 Oracle shares in Q2 2026, an estimated $223K.
Oracle made up 0.19% of Premier Path Wealth Partners's portfolio in Q2 2026, its #109 holding.
Premier Path Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Oracle position peaked at $2.2M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.