TWM
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Tradition Wealth Management’s Oracle ORCL Stock Holding History

Tradition 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 		$927K Buy
6,327
+703
+13% +$127K 0.06% 224
2026
Q1 		$827K Buy
5,624
+173
+3% +$28.1K 0.06% 217
2025
Q4 		$1.06M Buy
5,451
+70
+1% +$16.7K 0.08% 183
2025
Q3 		$1.51M Buy
5,381
+137
+3% +$34.9K 0.11% 154
2025
Q2 		$1.15M Sell
5,244
-65
-1% -$10.5K 0.09% 166
2025
Q1 		$742K Sell
5,309
-117
-2% -$19K 0.07% 201
2024
Q4 		$904K Buy
5,426
+327
+6% +$58.1K 0.08% 181
2024
Q3 		$869K Buy
5,099
+97
+2% +$14.1K 0.08% 177
2024
Q2 		$706K Buy
5,002
+265
+6% +$32.9K 0.07% 184
2024
Q1 		$595K Sell
4,737
-20
-0.4% -$2.29K 0.06% 195
2023
Q4 		$502K Sell
4,757
-244
-5% -$26.6K 0.05% 190
2023
Q3 		$530K Sell
5,001
-170
-3% -$19.7K 0.06% 168
2023
Q2 		$616K Buy
5,171
+290
+6% +$30K 0.07% 155
2023
Q1 		$454K Buy
4,881
+747
+18% +$65.5K 0.06% 184
2022
Q4 		$338K Buy
4,134
+16
+0.4% +$1.22K 0.05% 206
2022
Q3 		$252K Buy
4,118
+16
+0.4% +$1.17K 0.04% 231
2022
Q2 		$287K Buy
4,102
+5
+0.1% +$366 0.04% 224
2022
Q1 		$339K Buy
4,097
+1,606
+64% +$130K 0.04% 235
2021
Q4 		$217K Buy
2,491
+504
+25% +$47.3K 0.03% 291
2021
Q3 		$173K Buy
1,987
+5
+0.3% +$442 0.02% 293
2021
Q2 		$154K Buy
1,982
+6
+0.3% +$470 0.02% 324
2021
Q1 		$139K Buy
1,976
+113
+6% +$7.32K 0.02% 284
2020
Q4 		$121K Buy
+1,863
New +$111K 0.02% 281

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

Tradition Wealth Management's ORCL Position: Q2 2026 in Review

Tradition Wealth Management increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $127K and bringing the position to 6,327 shares worth $927K. The position accounts for 0.06% of the portfolio, ranked #224.

Tradition Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Tradition Wealth Management held 6,327 shares of Oracle worth $927K as of Q2 2026.
  • Tradition Wealth Management bought 703 Oracle shares in Q2 2026, an estimated $127K.
  • Oracle made up 0.06% of Tradition Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Tradition Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Tradition Wealth Management's Oracle position peaked at $1.51M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.