Secure Asset Management’s Oracle ORCL Stock Holding History

Secure Asset 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	$2.72M	Buy	18,561 +985	+6%	+$179K	0.38%	69
2026 Q1	$2.59M	Buy	17,576 +4,659	+36%	+$757K	0.41%	67
2025 Q4	$2.52M	Buy	12,917 +3,088	+31%	+$735K	0.39%	68
2025 Q3	$2.84M	Sell	9,829 -3,541	-26%	-$902K	0.47%	57
2025 Q2	$2.92M	Buy	13,370 +135	+1%	+$21.8K	0.54%	45
2025 Q1	$1.85M	Buy	13,235 +2,365	+22%	+$385K	0.37%	87
2024 Q4	$1.81M	Buy	10,870 +434	+4%	+$77.1K	0.27%	88
2024 Q3	$1.78M	Sell	10,436 -432	-4%	-$62.6K	0.3%	77
2024 Q2	$1.53M	Buy	+10,868	New	+$1.35M	0.29%	82
2023 Q1	–	Sell	-3,226	Closed	-$264K	–	201
2022 Q4	$264K	Buy	+3,226	New	+$245K	0.09%	156
2022 Q3	–	Sell	-3,205	Closed	-$224K	–	170
2022 Q2	$224K	Sell	3,205 -1	-0%	-$73	0.12%	142
2022 Q1	$265K	Buy	3,206 +2	+0.1%	+$162	0.12%	153
2021 Q4	$279K	Buy	3,204 +2	+0.1%	+$188	0.11%	156
2021 Q3	$279K	Buy	3,202 +2	+0.1%	+$177	0.14%	134
2021 Q2	$249K	Buy	3,200 +2	+0.1%	+$157	0.13%	156
2021 Q1	$224K	Buy	3,198 +2	+0.1%	+$129	0.12%	159
2020 Q4	$207K	Sell	3,196 -166	-5%	-$9.88K	0.12%	147
2020 Q3	$201K	Buy	+3,362	New	+$191K	0.14%	134

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

Secure Asset Management's ORCL Position: Q2 2026 in Review

Secure Asset Management increased its Oracle (ORCL) stake by 5.6% in Q2 2026, buying an estimated $179K and bringing the position to 18,561 shares worth $2.72M. The position accounts for 0.38% of the portfolio, ranked #69.

Secure Asset Management first reported a position in ORCL in Q3 2020 and has held it in 18 quarters since. The position peaked at $2.92M in Q2 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Secure Asset Management held 18,561 shares of Oracle worth $2.72M as of Q2 2026.
Secure Asset Management bought 985 Oracle shares in Q2 2026, an estimated $179K.
Oracle made up 0.38% of Secure Asset Management's portfolio in Q2 2026, its #69 holding.
Secure Asset Management first reported a position in Oracle in Q3 2020 and has held it in 18 quarters since.
Secure Asset Management's Oracle position peaked at $2.92M in Q2 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.