Twin City Private Wealth’s Oracle ORCL Stock Holding History

Twin City Private 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	$473K	Sell	3,227 -18	-0.6%	-$3.26K	0.33%	83
2026 Q1	$477K	Sell	3,245 -994	-23%	-$162K	0.36%	79
2025 Q4	$826K	Buy	4,239 +1,236	+41%	+$294K	0.62%	67
2025 Q3	$845K	Sell	3,003 -2,385	-44%	-$607K	0.66%	62
2025 Q2	$1.18M	Sell	5,388 -1,933	-26%	-$312K	0.96%	37
2025 Q1	$1.02M	Sell	7,321 -3,202	-30%	-$521K	0.9%	43
2024 Q4	$1.75M	Sell	10,523 -325	-3%	-$57.7K	1.55%	23
2024 Q3	$1.85M	Buy	10,848 +482	+5%	+$69.8K	1.6%	23
2024 Q2	$1.46M	Buy	10,366 +320	+3%	+$39.7K	1.38%	34
2024 Q1	$1.26M	Buy	+10,046	New	+$1.15M	1.24%	37

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

Twin City Private Wealth's ORCL Position: Q2 2026 in Review

Twin City Private Wealth reduced its Oracle (ORCL) stake by 0.55% in Q2 2026, selling an estimated $3.26K and leaving 3,227 shares worth $473K. The position accounts for 0.33% of the portfolio, ranked #83.

Twin City Private Wealth first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q3 2024. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Twin City Private Wealth held 3,227 shares of Oracle worth $473K as of Q2 2026.
Twin City Private Wealth sold 18 Oracle shares in Q2 2026, an estimated $3.26K.
Oracle made up 0.33% of Twin City Private Wealth's portfolio in Q2 2026, its #83 holding.
Twin City Private Wealth first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's Oracle position peaked at $1.85M in Q3 2024.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.