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Sendero Wealth Management’s Oracle ORCL Stock Holding History

Sendero 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 		$3.34M Sell
22,760
-744
-3% -$135K 0.33% 49
2026
Q1 		$3.46M Buy
23,504
+4,944
+27% +$804K 0.38% 51
2025
Q4 		$3.62M Sell
18,560
-178
-0.9% -$42.4K 0.4% 51
2025
Q3 		$5.27M Buy
18,738
+16,505
+739% +$4.2M 0.62% 33
2025
Q2 		$488K Buy
2,233
+481
+27% +$77.7K 0.06% 144
2025
Q1 		$245K Buy
1,752
+12
+0.7% +$1.95K 0.03% 167
2024
Q4 		$290K Buy
1,740
+149
+9% +$26.5K 0.04% 152
2024
Q3 		$271K Sell
1,591
-724
-31% -$105K 0.04% 150
2024
Q2 		$327K Sell
2,315
-299
-11% -$37.1K 0.06% 138
2024
Q1 		$328K Sell
2,614
-6,261
-71% -$717K 0.06% 138
2023
Q4 		$936K Sell
8,875
-20,181
-69% -$2.2M 0.18% 84
2023
Q3 		$3.08M Sell
29,056
-5,259
-15% -$609K 0.66% 32
2023
Q2 		$4.09M Sell
34,315
-8,892
-21% -$919K 0.89% 21
2023
Q1 		$4.01M Buy
43,207
+12,227
+39% +$1.07M 1.23% 9
2022
Q4 		$2.53M Buy
30,980
+16,408
+113% +$1.25M 0.9% 18
2022
Q3 		$890K Buy
14,572
+8,372
+135% +$613K 0.37% 46
2022
Q2 		$433K Buy
6,200
+1,690
+37% +$124K 0.42% 59
2022
Q1 		$373K Hold
4,510
– – 0.17% 62
2021
Q4 		$393K Buy
+4,510
New +$423K 0.17% 67

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

Sendero Wealth Management's ORCL Position: Q2 2026 in Review

Sendero Wealth Management reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $135K and leaving 22,760 shares worth $3.34M. The position accounts for 0.33% of the portfolio, ranked #49.

Sendero Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.27M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sendero Wealth Management held 22,760 shares of Oracle worth $3.34M as of Q2 2026.
  • Sendero Wealth Management sold 744 Oracle shares in Q2 2026, an estimated $135K.
  • Oracle made up 0.33% of Sendero Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Sendero Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Sendero Wealth Management's Oracle position peaked at $5.27M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.