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Schrum Private Wealth Management’s Oracle ORCL Stock Holding History

Schrum Private 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 		$565K Sell
3,973
-4,102
-51% -$743K 0.58% 52
2026
Q1 		$1.19M Sell
8,075
-495
-6% -$80.5K 0.91% 30
2025
Q4 		$1.67M Buy
8,570
+2
+0% +$476 1.24% 17
2025
Q3 		$2.41M Buy
8,568
+1,465
+21% +$373K 1.77% 12
2025
Q2 		$1.55M Buy
7,103
+3
+0% +$484 1.25% 20
2025
Q1 		$993K Buy
7,100
+2
+0% +$326 0.87% 31
2024
Q4 		$1.18M Buy
7,098
+598
+9% +$106K 1% 28
2024
Q3 		$1.11M Sell
6,500
-593
-8% -$85.9K 0.57% 45
2024
Q2 		$1M Buy
7,093
+3
+0% +$373 0.9% 30
2024
Q1 		$891K Buy
7,090
+5,169
+269% +$592K 0.81% 37
2023
Q4 		$203K Sell
1,921
-5,161
-73% -$563K 0.29% 96
2023
Q3 		$750K Buy
7,082
+2
+0% +$232 0.86% 32
2023
Q2 		$843K Buy
7,080
+4
+0.1% +$414 0.91% 32
2023
Q1 		$658K Sell
7,076
-121
-2% -$10.6K 0.76% 39
2022
Q4 		$588K Buy
7,197
+68
+1% +$5.17K 0.7% 41
2022
Q3 		$436K Sell
7,129
-137
-2% -$10K 0.55% 56
2022
Q2 		$508K Hold
7,266
– – 0.57% 49
2022
Q1 		$584K Buy
7,266
+7
+0.1% +$567 0.59% 50
2021
Q4 		$632K Buy
+7,259
New +$682K 0.58% 48

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

Schrum Private Wealth Management's ORCL Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Oracle (ORCL) stake by 51% in Q2 2026, selling an estimated $743K and leaving 3,973 shares worth $565K. The position accounts for 0.58% of the portfolio, ranked #52.

Schrum Private Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Schrum Private Wealth Management held 3,973 shares of Oracle worth $565K as of Q2 2026.
  • Schrum Private Wealth Management sold 4,102 Oracle shares in Q2 2026, an estimated $743K.
  • Oracle made up 0.58% of Schrum Private Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Schrum Private Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's Oracle position peaked at $2.41M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.