RWB
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RMR Wealth Builders’s Oracle ORCL Stock Holding History

RMR Wealth Builders’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 		$3.28M Buy
22,379
+4,062
+22% +$736K 0.2% 73
2026
Q1 		$2.69M Buy
18,317
+4,724
+35% +$768K 0.21% 73
2025
Q4 		$2.65M Buy
13,593
+2,695
+25% +$642K 0.21% 63
2025
Q3 		$3.06M Buy
10,898
+591
+6% +$151K 0.26% 51
2025
Q2 		$2.25M Buy
10,307
+1,030
+11% +$166K 0.2% 64
2025
Q1 		$1.3M Buy
9,277
+2,122
+30% +$345K 0.14% 94
2024
Q4 		$1.19M Buy
7,155
+5,675
+383% +$1.01M 0.12% 95
2024
Q3 		$252K Sell
1,480
-69
-4% -$9.99K 0.03% 225
2024
Q2 		$219K Sell
1,549
-1,233
-44% -$153K 0.03% 235
2024
Q1 		$349K Buy
+2,782
New +$318K 0.04% 192
2021
Q4 		– Sell
-3,051
Closed -$266K – 184
2021
Q3 		$266K Buy
+3,051
New +$269K 0.08% 149
2021
Q2 		– Sell
-2,246
Closed -$158K – 521
2021
Q1 		$158K Buy
2,246
+2,152
+2,289% +$139K 0.04% 221
2020
Q4 		$6K Sell
94
-4,581
-98% -$273K ﹤0.01% 450
2020
Q3 		$279K Buy
4,675
+4,581
+4,873% +$260K 0.07% 161
2020
Q2 		$5K Buy
+94
New +$4.98K ﹤0.01% 384
2019
Q4 		$46K Buy
+867
New +$47.7K 0.04% 237

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

RMR Wealth Builders's ORCL Position: Q2 2026 in Review

RMR Wealth Builders increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $736K and bringing the position to 22,379 shares worth $3.28M. The position accounts for 0.2% of the portfolio, ranked #73.

RMR Wealth Builders first reported a position in ORCL in Q4 2019 and has held it in 16 quarters since. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • RMR Wealth Builders held 22,379 shares of Oracle worth $3.28M as of Q2 2026.
  • RMR Wealth Builders bought 4,062 Oracle shares in Q2 2026, an estimated $736K.
  • Oracle made up 0.2% of RMR Wealth Builders's portfolio in Q2 2026, its #73 holding.
  • RMR Wealth Builders first reported a position in Oracle in Q4 2019 and has held it in 16 quarters since.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.