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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 		$73.3K Buy
+500
New +$90.6K 0.03% 138
2026
Q1 		– Sell
-300
Closed -$58.5K – 166
2025
Q4 		$58.5K Buy
+300
New +$71.4K 0.03% 153

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 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. 912 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.
  • 912 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.