SkyOak Wealth’s Oracle ORCL Stock Holding History

SkyOak Wealth’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	$909K	Buy	6,200 +2,500	+68%	+$453K	0.15%	92
2026 Q1	$544K	Buy	3,700 +1,000	+37%	+$163K	0.1%	124
2025 Q4	$526K	Buy	+2,700	New	+$643K	0.09%	127

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

SkyOak Wealth's ORCL Position: Q2 2026 in Review

SkyOak Wealth increased its Oracle (ORCL) stake by 68% in Q2 2026, buying an estimated $453K and bringing the position to 6,200 shares worth $909K. The position accounts for 0.15% of the portfolio, ranked #92.

SkyOak Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SkyOak Wealth held 6,200 shares of Oracle worth $909K as of Q2 2026.
SkyOak Wealth bought 2,500 Oracle shares in Q2 2026, an estimated $453K.
Oracle made up 0.15% of SkyOak Wealth's portfolio in Q2 2026, its #92 holding.
SkyOak Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.