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Twin Peaks Wealth Advisors’s Oracle ORCL Stock Holding History

Twin Peaks Wealth Advisors’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 		$366K Buy
2,495
+160
+7% +$29K 0.08% 138
2026
Q1 		$343K Sell
2,335
-305
-12% -$49.6K 0.09% 128
2025
Q4 		$413K Buy
2,640
+447
+20% +$106K 0.12% 117
2025
Q3 		$617K Buy
2,193
+139
+7% +$35.4K 0.21% 84
2025
Q2 		$521K Buy
2,054
+197
+11% +$31.8K 0.17% 92
2025
Q1 		$249K Buy
1,857
+371
+25% +$60.4K 0.11% 117
2024
Q4 		$248K Buy
1,486
+74
+5% +$13.1K 0.1% 122
2024
Q3 		$241K Buy
+1,412
New +$205K 0.11% 114

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

Twin Peaks Wealth Advisors's ORCL Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Oracle (ORCL) stake by 6.9% in Q2 2026, buying an estimated $29K and bringing the position to 2,495 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #138.

Twin Peaks Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Twin Peaks Wealth Advisors held 2,495 shares of Oracle worth $366K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 160 Oracle shares in Q2 2026, an estimated $29K.
  • Oracle made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Twin Peaks Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Twin Peaks Wealth Advisors's Oracle position peaked at $617K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.