UP Strategic Wealth Investment Advisors’s Oracle ORCL Stock Holding History

UP Strategic Wealth Investment 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	$258K	Buy	1,787 +740	+71%	+$134K	0.15%	85
2026 Q1	$204K	Sell	1,047 -1,026	-49%	-$167K	0.13%	93
2025 Q4	$296K	Sell	2,073 -6	-0.3%	-$1.43K	0.22%	66
2025 Q3	$631K	Sell	2,079 -344	-14%	-$87.6K	0.47%	35
2025 Q2	$530K	Buy	2,423 +182	+8%	+$29.4K	0.41%	40
2025 Q1	$313K	Buy	2,241 +345	+18%	+$56.2K	0.28%	60
2024 Q4	$316K	Buy	1,896 +550	+41%	+$97.7K	0.32%	52
2024 Q3	$229K	Buy	+1,346	New	+$195K	0.26%	71

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

UP Strategic Wealth Investment Advisors's ORCL Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Oracle (ORCL) stake by 71% in Q2 2026, buying an estimated $134K and bringing the position to 1,787 shares worth $258K. The position accounts for 0.15% of the portfolio, ranked #85.

UP Strategic Wealth Investment Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $631K in Q3 2025. 3,540 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

UP Strategic Wealth Investment Advisors held 1,787 shares of Oracle worth $258K as of Q2 2026.
UP Strategic Wealth Investment Advisors bought 740 Oracle shares in Q2 2026, an estimated $134K.
Oracle made up 0.15% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #85 holding.
UP Strategic Wealth Investment Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
UP Strategic Wealth Investment Advisors's Oracle position peaked at $631K in Q3 2025.
3,540 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.