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RMG Wealth Management’s Oracle ORCL Stock Holding History

RMG 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 		$46.1K Buy
301
+7
+2% +$1.27K ﹤0.01% 172
2026
Q1 		$57K Buy
294
+14
+5% +$2.28K 0.01% 155
2025
Q4 		$49.7K Hold
280
– – 0.01% 148
2025
Q3 		$76K Hold
280
– – 0.01% 113
2025
Q2 		$69.1K Buy
+280
New +$45.2K 0.01% 110

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

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

RMG Wealth Management increased its Oracle (ORCL) stake by 2.4% in Q2 2026, buying an estimated $1.27K and bringing the position to 301 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

RMG Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $76K in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • RMG Wealth Management held 301 shares of Oracle worth $46.1K as of Q2 2026.
  • RMG Wealth Management bought 7 Oracle shares in Q2 2026, an estimated $1.27K.
  • Oracle made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #172 holding.
  • RMG Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Oracle position peaked at $76K in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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