Private Wealth Asset Management’s Oracle ORCL Stock Holding History

Private Wealth Asset 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	$646K	Sell	4,409 -783	-15%	-$142K	0.06%	166
2026 Q1	$764K	Buy	5,192 +640	+14%	+$104K	0.08%	140
2025 Q4	$887K	Buy	4,552 +465	+11%	+$111K	0.1%	132
2025 Q3	$1.15M	Buy	4,087 +270	+7%	+$68.8K	0.14%	107
2025 Q2	$835K	Buy	3,817 +321	+9%	+$51.8K	0.11%	121
2025 Q1	$489K	Buy	+3,496	New	+$569K	0.07%	151

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 $3.38T AUM 44.17% 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

Private Wealth Asset Management's ORCL Position: Q2 2026 in Review

Private Wealth Asset Management reduced its Oracle (ORCL) stake by 15% in Q2 2026, selling an estimated $142K and leaving 4,409 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #166.

Private Wealth Asset Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Private Wealth Asset Management held 4,409 shares of Oracle worth $646K as of Q2 2026.
Private Wealth Asset Management sold 783 Oracle shares in Q2 2026, an estimated $142K.
Oracle made up 0.06% of Private Wealth Asset Management's portfolio in Q2 2026, its #166 holding.
Private Wealth Asset Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Oracle position peaked at $1.15M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.