Silver Oak Wealth Advisors Services’s Oracle ORCL Stock Holding History

Silver Oak Wealth Advisors Services’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	$226K	Sell	1,540 -16	-1%	-$2.9K	0.14%	35
2026 Q1	$229K	Hold	1,556	–	–	0.15%	35
2025 Q4	$303K	Buy	1,556 +356	+30%	+$84.8K	0.2%	30
2025 Q3	$337K	Sell	1,200 -6	-0.5%	-$1.53K	0.22%	30
2025 Q2	$264K	Buy	+1,206	New	+$195K	0.19%	33
2025 Q1	–	Sell	-1,200	Closed	-$278K	–	37
2024 Q4	$278K	Buy	+1,200	New	+$213K	0.24%	34

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 $3.38T AUM 44.17% 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

Silver Oak Wealth Advisors Services's ORCL Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its Oracle (ORCL) stake by 1% in Q2 2026, selling an estimated $2.9K and leaving 1,540 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #35.

Silver Oak Wealth Advisors Services first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Silver Oak Wealth Advisors Services held 1,540 shares of Oracle worth $226K as of Q2 2026.
Silver Oak Wealth Advisors Services sold 16 Oracle shares in Q2 2026, an estimated $2.9K.
Oracle made up 0.14% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #35 holding.
Silver Oak Wealth Advisors Services first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Silver Oak Wealth Advisors Services's Oracle position peaked at $337K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.