Shah Wealth Advisors’s Oracle ORCL Stock Holding History

Shah 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	$679K	Buy	+4,634	New	+$840K	0.16%	48

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Shah Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 4,634 shares worth $679K. The stake represents 0.16% of the portfolio and ranks #48 among its holdings.

3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shah Wealth Advisors held 4,634 shares of Oracle worth $679K as of Q2 2026.
Oracle was a new Shah Wealth Advisors position in Q2 2026.
Oracle made up 0.16% of Shah Wealth Advisors's portfolio in Q2 2026, its #48 holding.
3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shah Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.