Shepherd Wealth Management’s Oracle ORCL Stock Holding History

Shepherd 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	–	Sell	-1,135	Closed	-$207K	–	66
2026 Q1	$207K	Buy	+1,135	New	+$184K	0.16%	50

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

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

Shepherd Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,135 shares — an estimated $207K sold.

Shepherd Wealth Management first reported a position in ORCL in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Shepherd Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Shepherd Wealth Management sold 1,135 Oracle shares in Q2 2026, an estimated $207K.
Shepherd Wealth Management first reported a position in Oracle in Q1 2026 and held it in 1 quarter.
Shepherd Wealth Management's Oracle position peaked at $207K in Q1 2026.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.