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SFMG Wealth Advisors’s Oracle ORCL Stock Holding History

SFMG 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 		– Sell
-200
Closed -$29.4K – 356
2026
Q1 		$29.4K Buy
+200
New +$32.5K ﹤0.01% 324

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

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

SFMG Wealth Advisors increased its Oracle (ORCL) stake by 34% in Q2 2026, buying an estimated $178K and bringing the position to 3,825 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #183.

SFMG Wealth Advisors first reported a position in ORCL in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.1M in Q4 2021. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SFMG Wealth Advisors held 3,825 shares of Oracle worth $561K as of Q2 2026.
  • SFMG Wealth Advisors bought 980 Oracle shares in Q2 2026, an estimated $178K.
  • Oracle made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • SFMG Wealth Advisors first reported a position in Oracle in Q3 2018 and has held it in 28 quarters since.
  • SFMG Wealth Advisors's Oracle position peaked at $2.1M in Q4 2021.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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