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Ullmann Wealth Partners Group’s Oracle ORCL Stock Holding History

Ullmann Wealth Partners Group’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 		$487K Buy
3,324
+427
+15% +$77.4K 0.04% 114
2026
Q1 		$426K Buy
2,897
+55
+2% +$8.94K 0.04% 111
2025
Q4 		$746K Buy
2,842
+13
+0.5% +$3.1K 0.08% 83
2025
Q3 		$796K Buy
2,829
+312
+12% +$79.5K 0.09% 79
2025
Q2 		$550K Buy
2,517
+171
+7% +$27.6K 0.07% 91
2025
Q1 		$328K Buy
2,346
+17
+0.7% +$2.77K 0.04% 109
2024
Q4 		$388K Buy
2,329
+628
+37% +$112K 0.05% 101
2024
Q3 		$290K Sell
1,701
-236
-12% -$34.2K 0.04% 112
2024
Q2 		$274K Buy
+1,937
New +$241K 0.04% 95

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 $3.38T AUM 44.17% 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

Ullmann Wealth Partners Group's ORCL Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $77.4K and bringing the position to 3,324 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #114.

Ullmann Wealth Partners Group first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $796K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ullmann Wealth Partners Group held 3,324 shares of Oracle worth $487K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 427 Oracle shares in Q2 2026, an estimated $77.4K.
  • Oracle made up 0.04% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #114 holding.
  • Ullmann Wealth Partners Group first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Ullmann Wealth Partners Group's Oracle position peaked at $796K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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