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SHP Wealth Management’s Oracle ORCL Stock Holding History

SHP 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 		$337K Buy
2,298
+146
+7% +$26.5K 0.02% 224
2026
Q1 		$317K Sell
2,152
-134
-6% -$21.8K 0.02% 196
2025
Q4 		$446K Buy
+2,286
New +$544K 0.03% 160

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Oracle (ORCL) stake by 6.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 2,298 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #224.

SHP Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $446K in Q4 2025. 3,534 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SHP Wealth Management held 2,298 shares of Oracle worth $337K as of Q2 2026.
  • SHP Wealth Management bought 146 Oracle shares in Q2 2026, an estimated $26.5K.
  • Oracle made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #224 holding.
  • SHP Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Oracle position peaked at $446K in Q4 2025.
  • 3,534 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.