Seven Springs Wealth Group’s Oracle ORCL Stock Holding History

Seven Springs Wealth Group’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	$265K	Sell	1,811 -208	-10%	-$37.7K	0.06%	76
2026 Q1	$297K	Hold	2,019	–	–	0.07%	67
2025 Q4	$394K	Sell	2,019 -216	-10%	-$51.4K	0.11%	60
2025 Q3	$629K	Hold	2,235	–	–	0.15%	43
2025 Q2	$489K	Sell	2,235 -100	-4%	-$16.1K	0.12%	52
2025 Q1	$326K	Buy	2,335 +100	+4%	+$16.3K	0.12%	62
2024 Q4	$372K	Hold	2,235	–	–	0.14%	54
2024 Q3	$381K	Hold	2,235	–	–	0.14%	54
2024 Q2	$316K	Hold	2,235	–	–	0.12%	54
2024 Q1	$281K	Hold	2,235	–	–	0.11%	57
2023 Q4	$236K	Buy	+2,235	New	+$244K	0.11%	55
2023 Q3	–	Sell	-1,800	Closed	-$214K	–	61
2023 Q2	$214K	Buy	+1,800	New	+$186K	0.1%	59
2021 Q2	–	Sell	-1,800	Closed	-$126K	–	122
2021 Q1	$126K	Hold	1,800	–	–	0.06%	65
2020 Q4	$116K	Hold	1,800	–	–	0.06%	64
2020 Q3	$107K	Hold	1,800	–	–	0.07%	64
2020 Q2	$99K	Sell	1,800 -6,938	-79%	-$368K	0.06%	63
2020 Q1	$422K	Buy	8,738 +6,670	+323%	+$344K	0.3%	28
2019 Q4	$110K	Buy	+2,068	New	+$114K	0.07%	69

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

Seven Springs Wealth Group's ORCL Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $37.7K and leaving 1,811 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #76.

Seven Springs Wealth Group first reported a position in ORCL in Q4 2019 and has held it in 18 quarters since. The position peaked at $629K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Seven Springs Wealth Group held 1,811 shares of Oracle worth $265K as of Q2 2026.
Seven Springs Wealth Group sold 208 Oracle shares in Q2 2026, an estimated $37.7K.
Oracle made up 0.06% of Seven Springs Wealth Group's portfolio in Q2 2026, its #76 holding.
Seven Springs Wealth Group first reported a position in Oracle in Q4 2019 and has held it in 18 quarters since.
Seven Springs Wealth Group's Oracle position peaked at $629K in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.