Sagespring Wealth Partners’s Oracle ORCL Stock Holding History

Sagespring Wealth Partners’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	$3.64M	Buy	24,824 +2,868	+13%	+$520K	0.06%	160
2026 Q1	$3.23M	Buy	21,956 +1,122	+5%	+$182K	0.06%	150
2025 Q4	$4.06M	Buy	20,834 +1,608	+8%	+$383K	0.07%	133
2025 Q3	$5.41M	Buy	19,226 +1,473	+8%	+$375K	0.11%	99
2025 Q2	$3.88M	Buy	17,753 +742	+4%	+$120K	0.08%	122
2025 Q1	$2.38M	Buy	17,011 +2,271	+15%	+$370K	0.06%	138
2024 Q4	$2.46M	Buy	+14,740	New	+$2.62M	0.06%	126

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sagespring Wealth Partners's ORCL Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $520K and bringing the position to 24,824 shares worth $3.64M. The position accounts for 0.06% of the portfolio, ranked #160.

Sagespring Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.41M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Sagespring Wealth Partners held 24,824 shares of Oracle worth $3.64M as of Q2 2026.
Sagespring Wealth Partners bought 2,868 Oracle shares in Q2 2026, an estimated $520K.
Oracle made up 0.06% of Sagespring Wealth Partners's portfolio in Q2 2026, its #160 holding.
Sagespring Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Oracle position peaked at $5.41M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.