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Tower View Wealth Management’s Oracle ORCL Stock Holding History

Tower View 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 		$1.17M Sell
7,999
-117
-1% -$21.2K 0.52% 46
2026
Q1 		$1.19M Sell
8,116
-12
-0.1% -$1.95K 0.61% 44
2025
Q4 		$1.58M Buy
8,128
+7,232
+807% +$1.72M 0.78% 36
2025
Q3 		$252K Hold
896
– – 0.13% 48
2025
Q2 		$196K Buy
+896
New +$145K 0.1% 62
2018
Q1 		– Sell
-186
Closed -$9K – 144
2017
Q4 		$9K Buy
+186
New +$9.12K 0.01% 124

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

Tower View Wealth Management's ORCL Position: Q2 2026 in Review

Tower View Wealth Management reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $21.2K and leaving 7,999 shares worth $1.17M. The position accounts for 0.52% of the portfolio, ranked #46.

Tower View Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Tower View Wealth Management held 7,999 shares of Oracle worth $1.17M as of Q2 2026.
  • Tower View Wealth Management sold 117 Oracle shares in Q2 2026, an estimated $21.2K.
  • Oracle made up 0.52% of Tower View Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Tower View Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 6 quarters since.
  • Tower View Wealth Management's Oracle position peaked at $1.58M in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.