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SilverOak Wealth Management’s Oracle ORCL Stock Holding History

SilverOak 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 		$470K Buy
3,209
+1,035
+48% +$188K 0.06% 81
2026
Q1 		$320K Hold
2,174
– – 0.05% 93
2025
Q4 		$424K Buy
2,174
+25
+1% +$5.95K 0.07% 77
2025
Q3 		$604K Sell
2,149
-153
-7% -$39K 0.1% 59
2025
Q2 		$503K Buy
2,302
+389
+20% +$62.8K 0.09% 67
2025
Q1 		$267K Hold
1,913
– – 0.06% 80
2024
Q4 		$319K Buy
1,913
+12
+0.6% +$2.13K 0.07% 71
2024
Q3 		$324K Sell
1,901
-50
-3% -$7.24K 0.07% 71
2024
Q2 		$275K Hold
1,951
– – 0.07% 74
2024
Q1 		$245K Buy
+1,951
New +$223K 0.06% 84

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 $3.37T AUM 44.26% 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

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

SilverOak Wealth Management increased its Oracle (ORCL) stake by 48% in Q2 2026, buying an estimated $188K and bringing the position to 3,209 shares worth $470K. The position accounts for 0.06% of the portfolio, ranked #81.

SilverOak Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $604K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SilverOak Wealth Management held 3,209 shares of Oracle worth $470K as of Q2 2026.
  • SilverOak Wealth Management bought 1,035 Oracle shares in Q2 2026, an estimated $188K.
  • Oracle made up 0.06% of SilverOak Wealth Management's portfolio in Q2 2026, its #81 holding.
  • SilverOak Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • SilverOak Wealth Management's Oracle position peaked at $604K in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.