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Sound View Wealth Advisors Group’s Oracle ORCL Stock Holding History

Sound View Wealth Advisors Group’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 		$3.38M Sell
23,040
-193
-0.8% -$35K 0.21% 105
2026
Q1 		$3.42M Sell
23,233
-596
-3% -$96.9K 0.23% 95
2025
Q4 		$4.64M Buy
23,829
+186
+0.8% +$44.3K 0.31% 74
2025
Q3 		$6.65M Buy
23,643
+210
+0.9% +$53.5K 0.46% 54
2025
Q2 		$5.12M Buy
23,433
+13
+0.1% +$2.1K 0.38% 65
2025
Q1 		$3.27M Buy
23,420
+730
+3% +$119K 0.27% 85
2024
Q4 		$3.78M Sell
22,690
-88
-0.4% -$15.6K 0.3% 71
2024
Q3 		$3.88M Buy
22,778
+2,250
+11% +$326K 0.32% 73
2024
Q2 		$2.9M Buy
20,528
+165
+0.8% +$20.5K 0.3% 74
2024
Q1 		$2.56M Sell
20,363
-2,229
-10% -$255K 0.27% 88
2023
Q4 		$2.38M Sell
22,592
-284
-1% -$31K 0.26% 92
2023
Q3 		$2.42M Buy
22,876
+2,362
+12% +$273K 0.3% 83
2023
Q2 		$2.44M Sell
20,514
-2,612
-11% -$270K 0.32% 74
2023
Q1 		$2.15M Buy
23,126
+534
+2% +$46.8K 0.29% 83
2022
Q4 		$2.38M Buy
22,592
+6,805
+43% +$517K 0.26% 92
2022
Q3 		$964K Sell
15,787
-2,524
-14% -$185K 0.22% 106
2022
Q2 		$1.28M Sell
18,311
-29
-0.2% -$2.12K 0.27% 93
2022
Q1 		$1.52M Buy
18,340
+32
+0.2% +$2.59K 0.29% 87
2021
Q4 		$1.6M Sell
18,308
-82
-0.4% -$7.7K 0.3% 87
2021
Q3 		$1.6M Buy
18,390
+971
+6% +$85.8K 0.33% 78
2021
Q2 		$1.36M Buy
17,419
+89
+0.5% +$6.97K 0.29% 91
2021
Q1 		$1.22M Buy
17,330
+37
+0.2% +$2.4K 0.28% 89
2020
Q4 		$1.12M Buy
17,293
+997
+6% +$59.4K 0.27% 92
2020
Q3 		$973K Sell
16,296
-151
-0.9% -$8.58K 0.26% 95
2020
Q2 		$909K Buy
16,447
+678
+4% +$35.9K 0.26% 98
2020
Q1 		$762K Sell
15,769
-239
-1% -$12.3K 0.26% 93
2019
Q4 		$848K Sell
16,008
-3,045
-16% -$168K 0.24% 103
2019
Q3 		$1.05M Sell
19,053
-858
-4% -$47.4K 0.31% 90
2019
Q2 		$1.13M Buy
+19,911
New +$1.08M 0.34% 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

Sound View Wealth Advisors Group's ORCL Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Oracle (ORCL) stake by 0.83% in Q2 2026, selling an estimated $35K and leaving 23,040 shares worth $3.38M. The position accounts for 0.21% of the portfolio, ranked #105.

Sound View Wealth Advisors Group first reported a position in ORCL in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.65M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sound View Wealth Advisors Group held 23,040 shares of Oracle worth $3.38M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 193 Oracle shares in Q2 2026, an estimated $35K.
  • Oracle made up 0.21% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #105 holding.
  • Sound View Wealth Advisors Group first reported a position in Oracle in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Oracle position peaked at $6.65M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.