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Spartan Wealth Advisory Services LLC’s Oracle ORCL Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.23M Sell
22,031
-1,333
-6% -$242K 0.26% 83
2026
Q1 		$3.44M Buy
+23,364
New +$3.8M 0.3% 78

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ORCL Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Oracle (ORCL) stake by 5.7% in Q2 2026, selling an estimated $242K and leaving 22,031 shares worth $3.23M. The position accounts for 0.26% of the portfolio, ranked #83.

Spartan Wealth Advisory Services LLC first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.44M in Q1 2026. 3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 22,031 shares of Oracle worth $3.23M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 1,333 Oracle shares in Q2 2026, an estimated $242K.
  • Oracle made up 0.26% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #83 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Oracle position peaked at $3.44M in Q1 2026.
  • 3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.