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Richard W. Paul & Associates’s Oracle ORCL Stock Holding History

Richard W. Paul & Associates’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 		$370K Sell
2,522
-45
-2% -$8.15K 0.11% 133
2026
Q1 		$378K Buy
2,567
+2,527
+6,318% +$411K 0.13% 132
2025
Q4 		$7.8K Sell
40
-3,979
-99% -$947K ﹤0.01% 226
2025
Q3 		$1.13M Sell
4,019
-1,347
-25% -$343K 0.39% 65
2025
Q2 		$1.17M Sell
5,366
-2,405
-31% -$388K 0.42% 58
2025
Q1 		$1.09M Sell
7,771
-319
-4% -$51.9K 0.43% 54
2024
Q4 		$1.35M Sell
8,090
-60
-0.7% -$10.7K 0.49% 50
2024
Q3 		$1.39M Buy
8,150
+673
+9% +$97.5K 0.5% 47
2024
Q2 		$1.06M Buy
7,477
+58
+0.8% +$7.2K 0.41% 60
2024
Q1 		$932K Sell
7,419
-51
-0.7% -$5.84K 0.37% 71
2023
Q4 		$788K Sell
7,470
-44
-0.6% -$4.8K 0.33% 79
2023
Q3 		$796K Sell
7,514
-1,156
-13% -$134K 0.36% 74
2023
Q2 		$1.03M Buy
8,670
+1,151
+15% +$119K 0.45% 63
2023
Q1 		$699K Buy
7,519
+2,453
+48% +$215K 0.32% 89
2022
Q4 		$414K Buy
+5,066
New +$385K 0.21% 109

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

Richard W. Paul & Associates's ORCL Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Oracle (ORCL) stake by 1.8% in Q2 2026, selling an estimated $8.15K and leaving 2,522 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #133.

Richard W. Paul & Associates first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.39M in Q3 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Richard W. Paul & Associates held 2,522 shares of Oracle worth $370K as of Q2 2026.
  • Richard W. Paul & Associates sold 45 Oracle shares in Q2 2026, an estimated $8.15K.
  • Oracle made up 0.11% of Richard W. Paul & Associates's portfolio in Q2 2026, its #133 holding.
  • Richard W. Paul & Associates first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Oracle position peaked at $1.39M in Q3 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.