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Strategies Wealth Advisors’s Oracle ORCL Stock Holding History

Strategies 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 		– Sell
-1,433
Closed -$211K – 215
2026
Q1 		$211K Buy
1,433
+35
+3% +$5.69K 0.02% 181
2025
Q4 		$272K Buy
1,398
+232
+20% +$55.2K 0.03% 155
2025
Q3 		$328K Buy
1,166
+23
+2% +$5.86K 0.03% 139
2025
Q2 		$250K Buy
+1,143
New +$185K 0.03% 160

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

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

Strategies Wealth Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,433 shares — an estimated $211K sold.

Strategies Wealth Advisors first reported a position in ORCL in Q2 2025 and held it in 4 quarters. The position peaked at $328K in Q3 2025. 3,530 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,433 Oracle shares in Q2 2026, an estimated $211K.
  • Strategies Wealth Advisors first reported a position in Oracle in Q2 2025 and held it in 4 quarters.
  • Strategies Wealth Advisors's Oracle position peaked at $328K in Q3 2025.
  • 3,530 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.