Uniting Wealth Partners’s Oracle ORCL Stock Holding History

Uniting Wealth Partners’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	$998K	Sell	6,811 -865	-11%	-$157K	0.2%	79
2026 Q1	$1.13M	Buy	7,676 +1,509	+24%	+$245K	0.24%	66
2025 Q4	$1.2M	Buy	6,167 +4,222	+217%	+$1.01M	0.37%	47
2025 Q3	$547K	Buy	1,945 +584	+43%	+$149K	0.13%	91
2025 Q2	$298K	Buy	+1,361	New	+$220K	0.12%	86
2025 Q1	–	Sell	-1,361	Closed	-$227K	–	124
2024 Q4	$227K	Buy	+1,361	New	+$242K	0.11%	88

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 $3.38T AUM 44.17% 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

Uniting Wealth Partners's ORCL Position: Q2 2026 in Review

Uniting Wealth Partners reduced its Oracle (ORCL) stake by 11% in Q2 2026, selling an estimated $157K and leaving 6,811 shares worth $998K. The position accounts for 0.2% of the portfolio, ranked #79.

Uniting Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Uniting Wealth Partners held 6,811 shares of Oracle worth $998K as of Q2 2026.
Uniting Wealth Partners sold 865 Oracle shares in Q2 2026, an estimated $157K.
Oracle made up 0.2% of Uniting Wealth Partners's portfolio in Q2 2026, its #79 holding.
Uniting Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Uniting Wealth Partners's Oracle position peaked at $1.2M in Q4 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.