Talisman Wealth Advisors’s Oracle ORCL Stock Holding History

Talisman 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	$447K	Buy	3,050 +1,245	+69%	+$226K	0.33%	61
2026 Q1	$266K	Sell	1,805 -1,166	-39%	-$190K	0.21%	79
2025 Q4	$583K	Sell	2,971 -116	-4%	-$27.6K	0.45%	52
2025 Q3	$868K	Buy	3,087 +1	+0%	+$255	0.72%	40
2025 Q2	$675K	Buy	3,086 +59	+2%	+$9.53K	0.62%	43
2025 Q1	$423K	Buy	3,027 +2	+0.1%	+$326	0.43%	57
2024 Q4	$504K	Buy	3,025 +13	+0.4%	+$2.31K	0.53%	49
2024 Q3	$511K	Buy	3,012 +25	+0.8%	+$3.62K	0.54%	49
2024 Q2	$422K	Sell	2,987 -3	-0.1%	-$373	0.49%	55
2024 Q1	$376K	Buy	2,990 +4	+0.1%	+$458	0.47%	57
2023 Q4	$315K	Buy	+2,986	New	+$326K	0.47%	63

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Talisman Wealth Advisors increased its Oracle (ORCL) stake by 69% in Q2 2026, buying an estimated $226K and bringing the position to 3,050 shares worth $447K. The position accounts for 0.33% of the portfolio, ranked #61.

Talisman Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $868K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Talisman Wealth Advisors held 3,050 shares of Oracle worth $447K as of Q2 2026.
Talisman Wealth Advisors bought 1,245 Oracle shares in Q2 2026, an estimated $226K.
Oracle made up 0.33% of Talisman Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Talisman Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Talisman Wealth Advisors's Oracle position peaked at $868K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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