Semus Wealth Partners’s Oracle ORCL Stock Holding History

Semus 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	$1.47M	Buy	10,008 +1,819	+22%	+$330K	0.71%	31
2026 Q1	$1.2M	Buy	8,189 +1,707	+26%	+$277K	0.67%	37
2025 Q4	$1.26M	Buy	6,482 +4,866	+301%	+$1.16M	0.68%	36
2025 Q3	$455K	Buy	1,616 +377	+30%	+$96K	0.26%	63
2025 Q2	$271K	Buy	+1,239	New	+$200K	0.18%	90

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

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

Semus Wealth Partners increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $330K and bringing the position to 10,008 shares worth $1.47M. The position accounts for 0.71% of the portfolio, ranked #31.

Semus Wealth Partners first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. 3,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Semus Wealth Partners held 10,008 shares of Oracle worth $1.47M as of Q2 2026.
Semus Wealth Partners bought 1,819 Oracle shares in Q2 2026, an estimated $330K.
Oracle made up 0.71% of Semus Wealth Partners's portfolio in Q2 2026, its #31 holding.
Semus Wealth Partners first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
3,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.