QPW
ORCL icon

Quantum Private Wealth’s Oracle ORCL Stock Holding History

Quantum Private 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 		$813K Sell
5,546
-1,181
-18% -$214K 0.21% 74
2026
Q1 		$990K Sell
6,727
-26
-0.4% -$4.23K 0.31% 63
2025
Q4 		$1.32M Buy
6,753
+2,120
+46% +$505K 0.38% 50
2025
Q3 		$1.3M Sell
4,633
-31
-0.7% -$7.89K 0.38% 52
2025
Q2 		$1.02M Buy
4,664
+532
+13% +$85.9K 0.33% 53
2025
Q1 		$578K Buy
4,132
+145
+4% +$23.6K 0.22% 84
2024
Q4 		$664K Buy
3,987
+653
+20% +$116K 0.21% 84
2024
Q3 		$568K Buy
3,334
+625
+23% +$90.5K 0.19% 99
2024
Q2 		$383K Buy
2,709
+245
+10% +$30.4K 0.14% 126
2024
Q1 		$310K Sell
2,464
-22
-0.9% -$2.52K 0.11% 145
2023
Q4 		$262K Buy
2,486
+325
+15% +$35.5K 0.11% 153
2023
Q3 		$229K Buy
+2,161
New +$250K 0.11% 160

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

Quantum Private Wealth's ORCL Position: Q2 2026 in Review

Quantum Private Wealth reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $214K and leaving 5,546 shares worth $813K. The position accounts for 0.21% of the portfolio, ranked #74.

Quantum Private Wealth first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Quantum Private Wealth held 5,546 shares of Oracle worth $813K as of Q2 2026.
  • Quantum Private Wealth sold 1,181 Oracle shares in Q2 2026, an estimated $214K.
  • Oracle made up 0.21% of Quantum Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Quantum Private Wealth first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
  • Quantum Private Wealth's Oracle position peaked at $1.32M in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.