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Vanguard Capital Wealth Advisors’s Oracle ORCL Stock Holding History

Vanguard Capital 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 		$276K Hold
1,883
– – 0.19% 97
2026
Q1 		$277K Sell
1,883
-200
-10% -$32.5K 0.26% 80
2025
Q4 		$406K Sell
2,083
-170
-8% -$40.5K 0.32% 62
2025
Q3 		$634K Sell
2,253
-30
-1% -$7.64K 0.51% 46
2025
Q2 		$499K Sell
2,283
-200
-8% -$32.3K 0.5% 48
2025
Q1 		$347K Sell
2,483
-250
-9% -$40.7K 0.42% 52
2024
Q4 		$455K Hold
2,733
– – 0.5% 43
2024
Q3 		$466K Sell
2,733
-5,178
-65% -$750K 0.49% 50
2024
Q2 		$1.12M Buy
7,911
+68
+0.9% +$8.44K 0.76% 27
2024
Q1 		$985K Buy
7,843
+19
+0.2% +$2.17K 0.69% 31
2023
Q4 		$825K Buy
7,824
+70
+0.9% +$7.64K 0.67% 29
2023
Q3 		$821K Buy
7,754
+118
+2% +$13.7K 0.76% 28
2023
Q2 		$909K Buy
7,636
+23
+0.3% +$2.38K 0.83% 26
2023
Q1 		$707K Sell
7,613
-76
-1% -$6.66K 0.7% 37
2022
Q4 		$629K Sell
7,689
-28
-0.4% -$2.13K 0.73% 37
2022
Q3 		$471K Sell
7,717
-378
-5% -$27.7K 0.57% 50
2022
Q2 		$565K Sell
8,095
-312
-4% -$22.8K 0.64% 41
2022
Q1 		$695K Buy
8,407
+20
+0.2% +$1.62K 0.5% 49
2021
Q4 		$731K Buy
8,387
+16
+0.2% +$1.5K 0.53% 48
2021
Q3 		$729 Sell
8,371
-131
-2% -$11.6K 0.49% 51
2021
Q2 		$661K Buy
8,502
+23
+0.3% +$1.8K 0.5% 56
2021
Q1 		$628K Buy
8,479
+1,439
+20% +$93.2K 0.53% 45
2020
Q4 		$453K Buy
+7,040
New +$419K 0.42% 66
2020
Q2 		$417K Buy
+7,548
New +$400K 0.49% 54
2019
Q4 		$370K Buy
6,986
+21
+0.3% +$1.16K 0.39% 77
2019
Q3 		$383K Sell
6,965
-848
-11% -$46.8K 0.45% 72
2019
Q2 		$445K Buy
7,813
+1,113
+17% +$60.2K 0.54% 58
2019
Q1 		$359K Hold
6,700
– – 0.45% 68
2018
Q4 		$302K Buy
6,700
+2
+0% +$96 0.45% 65
2018
Q3 		$300K Sell
6,698
-117
-2% -$5.68K 0.34% 87
2018
Q2 		$300K Hold
6,815
– – 0.4% 79
2018
Q1 		$307K Buy
6,815
+115
+2% +$5.72K 0.4% 76
2017
Q4 		$317K Buy
+6,700
New +$329K 0.4% 73

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vanguard Capital Wealth Advisors's ORCL Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,883 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #97.

Vanguard Capital Wealth Advisors first reported a position in ORCL in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.12M in Q2 2024. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 1,883 shares of Oracle worth $276K as of Q2 2026.
  • Vanguard Capital Wealth Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.19% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Oracle in Q4 2017 and has held it in 33 quarters since.
  • Vanguard Capital Wealth Advisors's Oracle position peaked at $1.12M in Q2 2024.
  • 1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.