Shelton Wealth Management’s Oracle ORCL Stock Holding History

Shelton 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	$328K	Buy	2,236 +6	+0.3%	+$1.09K	0.13%	107
2026 Q1	$328K	Buy	2,230 +6	+0.3%	+$975	0.14%	104
2025 Q4	$433K	Buy	2,224 +4	+0.2%	+$952	0.19%	99
2025 Q3	$624K	Buy	2,220 +4	+0.2%	+$1.02K	0.28%	86
2025 Q2	$484K	Buy	2,216 +8	+0.4%	+$1.29K	0.23%	94
2025 Q1	$309K	Buy	2,208 +5	+0.2%	+$814	0.17%	104
2024 Q4	$367K	Buy	2,203 +5	+0.2%	+$888	0.19%	102
2024 Q3	$375K	Buy	2,198 +6	+0.3%	+$869	0.2%	103
2024 Q2	$310K	Buy	2,192 +8	+0.4%	+$993	0.18%	110
2024 Q1	$274K	Buy	2,184 +7	+0.3%	+$801	0.17%	107
2023 Q4	$230K	Buy	2,177 +8	+0.4%	+$873	0.16%	102
2023 Q3	$230K	Buy	2,169 +7	+0.3%	+$810	0.18%	58
2023 Q2	$257K	Buy	2,162 +9	+0.4%	+$931	0.2%	56
2023 Q1	$200K	Buy	+2,153	New	+$189K	0.16%	64

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Shelton Wealth Management increased its Oracle (ORCL) stake by 0.27% in Q2 2026, buying an estimated $1.09K and bringing the position to 2,236 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #107.

Shelton Wealth Management first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $624K in Q3 2025. 691 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shelton Wealth Management held 2,236 shares of Oracle worth $328K as of Q2 2026.
Shelton Wealth Management bought 6 Oracle shares in Q2 2026, an estimated $1.09K.
Oracle made up 0.13% of Shelton Wealth Management's portfolio in Q2 2026, its #107 holding.
Shelton Wealth Management first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Shelton Wealth Management's Oracle position peaked at $624K in Q3 2025.
691 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.