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Rialto Wealth Management’s Oracle ORCL Stock Holding History

Rialto 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 		$83.4K Buy
569
+88
+18% +$15.9K 0.02% 273
2026
Q1 		$70.8K Buy
481
+8
+2% +$1.3K 0.02% 253
2025
Q4 		$92.2K Buy
473
+40
+9% +$9.52K 0.02% 216
2025
Q3 		$122K Buy
433
+30
+7% +$7.64K 0.03% 184
2025
Q2 		$88.1K Buy
403
+28
+7% +$4.52K 0.02% 215
2025
Q1 		$52.4K Sell
375
-31
-8% -$5.05K 0.02% 259
2024
Q4 		$67.7K Buy
+406
New +$72.1K 0.02% 234

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 $3.38T AUM 44.17% 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

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

Rialto Wealth Management increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $15.9K and bringing the position to 569 shares worth $83.4K. The position accounts for 0.02% of the portfolio, ranked #273.

Rialto Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $122K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Rialto Wealth Management held 569 shares of Oracle worth $83.4K as of Q2 2026.
  • Rialto Wealth Management bought 88 Oracle shares in Q2 2026, an estimated $15.9K.
  • Oracle made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #273 holding.
  • Rialto Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Oracle position peaked at $122K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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