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Strait & Sound Wealth Management’s Oracle ORCL Stock Holding History

Strait & Sound 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 		– Sell
-3,500
Closed -$515K – 184
2026
Q1 		$515K Buy
+3,500
New +$569K 0.19% 96

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

Strait & Sound Wealth Management's ORCL Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Oracle (ORCL) stake by 0.7% in Q2 2026, selling an estimated $18.7K and leaving 14,640 shares worth $2.15M. The position accounts for 0.75% of the portfolio, ranked #35.

Strait & Sound Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.8M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Strait & Sound Wealth Management held 14,640 shares of Oracle worth $2.15M as of Q2 2026.
  • Strait & Sound Wealth Management sold 103 Oracle shares in Q2 2026, an estimated $18.7K.
  • Oracle made up 0.75% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Strait & Sound Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Oracle position peaked at $2.8M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.