Triad Wealth Partners’s Oracle ORCL Stock Holding History

Triad Wealth Partners’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	$951K	Buy	6,702 +1,821	+37%	+$330K	0.06%	214
2026 Q1	$718K	Buy	4,881 +345	+8%	+$56.1K	0.06%	214
2025 Q4	$884K	Buy	4,536 +336	+8%	+$80K	0.08%	171
2025 Q3	$1.18M	Buy	4,200 +528	+14%	+$134K	0.15%	104
2025 Q2	$803K	Buy	3,672 +1,264	+52%	+$204K	0.16%	102
2025 Q1	$337K	Buy	2,408 +753	+45%	+$123K	0.1%	145
2024 Q4	$276K	Buy	+1,655	New	+$294K	0.1%	147
2024 Q3	–	Sell	-991	Closed	-$140K	–	634
2024 Q2	$140K	Buy	+991	New	+$123K	0.07%	120

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

Triad Wealth Partners's ORCL Position: Q2 2026 in Review

Triad Wealth Partners increased its Oracle (ORCL) stake by 37% in Q2 2026, buying an estimated $330K and bringing the position to 6,702 shares worth $951K. The position accounts for 0.06% of the portfolio, ranked #214.

Triad Wealth Partners first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Triad Wealth Partners held 6,702 shares of Oracle worth $951K as of Q2 2026.
Triad Wealth Partners bought 1,821 Oracle shares in Q2 2026, an estimated $330K.
Oracle made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #214 holding.
Triad Wealth Partners first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Oracle position peaked at $1.18M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.