TritonPoint Wealth’s Oracle ORCL Stock Holding History

TritonPoint Wealth’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	$2.12M	Sell	14,442 -7,031	-33%	-$1.27M	0.21%	96
2026 Q1	$3.16M	Sell	21,473 -858	-4%	-$139K	0.34%	72
2025 Q4	$4.35M	Sell	22,331 -10,967	-33%	-$2.61M	0.44%	55
2025 Q3	$9.36M	Sell	33,298 -11,389	-25%	-$2.9M	0.8%	31
2025 Q2	$9.77M	Sell	44,687 -1,874	-4%	-$303K	0.9%	27
2025 Q1	$6.51M	Sell	46,561 -100	-0.2%	-$16.3K	0.62%	43
2024 Q4	$7.78M	Sell	46,661 -1,404	-3%	-$249K	0.7%	36
2024 Q3	$8.11M	Buy	48,065 +7,142	+17%	+$1.03M	0.74%	36
2024 Q2	$5.78M	Buy	40,923 +25,686	+169%	+$3.19M	0.56%	52
2024 Q1	$1.66M	Sell	15,237 -1,139	-7%	-$130K	0.17%	118
2023 Q4	$1.73M	Buy	+16,376	New	+$1.79M	0.17%	121

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

TritonPoint Wealth's ORCL Position: Q2 2026 in Review

TritonPoint Wealth reduced its Oracle (ORCL) stake by 33% in Q2 2026, selling an estimated $1.27M and leaving 14,442 shares worth $2.12M. The position accounts for 0.21% of the portfolio, ranked #96.

TritonPoint Wealth first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.77M in Q2 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

TritonPoint Wealth held 14,442 shares of Oracle worth $2.12M as of Q2 2026.
TritonPoint Wealth sold 7,031 Oracle shares in Q2 2026, an estimated $1.27M.
Oracle made up 0.21% of TritonPoint Wealth's portfolio in Q2 2026, its #96 holding.
TritonPoint Wealth first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Oracle position peaked at $9.77M in Q2 2025.
3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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