TriaGen Wealth Management’s Oracle ORCL Stock Holding History

TriaGen 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	$492K	Hold	3,357	–	–	0.12%	128
2026 Q1	$494K	Sell	3,357 -339	-9%	-$55.1K	0.13%	115
2025 Q4	$720K	Hold	3,696	–	–	0.19%	101
2025 Q3	$1.04M	Hold	3,696	–	–	0.27%	84
2025 Q2	$808K	Buy	3,696 +104	+3%	+$16.8K	0.24%	87
2025 Q1	$502K	Sell	3,592 -29	-0.8%	-$4.72K	0.18%	106
2024 Q4	$603K	Hold	3,621	–	–	0.2%	91
2024 Q3	$617K	Hold	3,621	–	–	0.21%	94
2024 Q2	$511K	Hold	3,621	–	–	0.2%	98
2024 Q1	$455K	Hold	3,621	–	–	0.19%	102
2023 Q4	$382K	Sell	3,621 -6,740	-65%	-$736K	0.18%	109
2023 Q3	$1.1M	Buy	10,361 +6,740	+186%	+$780K	0.56%	56
2023 Q2	$431K	Hold	3,621	–	–	0.2%	108
2023 Q1	$336K	Sell	3,621 -43	-1%	-$3.77K	0.17%	111
2022 Q4	$299K	Buy	3,664 +43	+1%	+$3.27K	0.17%	130
2022 Q3	$221K	Hold	3,621	–	–	0.12%	148
2022 Q2	$253K	Hold	3,621	–	–	0.18%	126
2022 Q1	$300K	Sell	3,621 -5,303	-59%	-$429K	0.16%	138
2021 Q4	$778K	Buy	8,924 +5,303	+146%	+$498K	0.38%	77
2021 Q3	$315K	Sell	3,621 -100	-3%	-$8.83K	0.17%	139
2021 Q2	$324K	Sell	3,721 -100	-3%	-$7.83K	0.17%	140
2021 Q1	$268K	Sell	3,821 -500	-12%	-$32.4K	0.15%	142
2020 Q4	$280K	Buy	+4,321	New	+$257K	0.16%	138

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

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

TriaGen Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 3,357 shares worth $492K. The position accounts for 0.12% of the portfolio, ranked #128.

TriaGen Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.1M in Q3 2023. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

TriaGen Wealth Management held 3,357 shares of Oracle worth $492K as of Q2 2026.
TriaGen Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.12% of TriaGen Wealth Management's portfolio in Q2 2026, its #128 holding.
TriaGen Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Oracle position peaked at $1.1M in Q3 2023.
3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.