SWA
ORCL icon

Strategic Wealth Advisors’s Oracle ORCL Stock Holding History

Strategic Wealth Advisors’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 		$9K Buy
+47
New +$8.52K 0.01% 178
2026
Q1 		– Sell
-47
Closed -$9K – 267
2025
Q4 		$9K Buy
+47
New +$11.2K 0.01% 178

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

Strategic Wealth Advisors's ORCL Position: Q2 2026 in Review

Strategic Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 47 shares worth $9K. The stake represents 0.01% of the portfolio and ranks #178 among its holdings. This is a return to the name: Strategic Wealth Advisors previously reported a position in ORCL as recently as Q4 2025.

Strategic Wealth Advisors first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Strategic Wealth Advisors held 47 shares of Oracle worth $9K as of Q2 2026.
  • Oracle was a new Strategic Wealth Advisors position in Q2 2026.
  • Oracle made up 0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #178 holding.
  • Strategic Wealth Advisors first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.