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Serenus Wealth Advisors’s Oracle ORCL Stock Holding History

Serenus Wealth Advisors’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 		$367K Sell
2,501
-101
-4% -$18.3K 0.06% 51
2026
Q1 		$383K Hold
2,602
– – 0.08% 46
2025
Q4 		$507K Buy
+2,602
New +$620K 0.1% 38
2025
Q3 		– Sell
-1,152
Closed -$252K – 69
2025
Q2 		$252K Buy
+1,152
New +$186K 0.04% 53

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

Serenus Wealth Advisors's ORCL Position: Q2 2026 in Review

Serenus Wealth Advisors reduced its Oracle (ORCL) stake by 3.9% in Q2 2026, selling an estimated $18.3K and leaving 2,501 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #51.

Serenus Wealth Advisors first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $507K in Q4 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Serenus Wealth Advisors held 2,501 shares of Oracle worth $367K as of Q2 2026.
  • Serenus Wealth Advisors sold 101 Oracle shares in Q2 2026, an estimated $18.3K.
  • Oracle made up 0.06% of Serenus Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Serenus Wealth Advisors first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Serenus Wealth Advisors's Oracle position peaked at $507K in Q4 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Serenus Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.