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Visionary Wealth Advisors’s Oracle ORCL Stock Holding History

Visionary 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 		$1.9M Buy
12,963
+397
+3% +$71.9K 0.08% 217
2026
Q1 		$1.85M Sell
12,566
-21
-0.2% -$3.41K 0.08% 201
2025
Q4 		$2.45M Sell
12,587
-2,842
-18% -$677K 0.11% 176
2025
Q3 		$4.34M Buy
15,429
+105
+0.7% +$26.7K 0.2% 116
2025
Q2 		$3.35M Buy
15,324
+2,946
+24% +$476K 0.17% 136
2025
Q1 		$1.73M Buy
12,378
+661
+6% +$108K 0.1% 192
2024
Q4 		$1.95M Buy
11,717
+140
+1% +$24.9K 0.11% 173
2024
Q3 		$1.97M Sell
11,577
-432
-4% -$62.6K 0.12% 178
2024
Q2 		$1.7M Buy
12,009
+1,009
+9% +$125K 0.11% 186
2024
Q1 		$1.38M Buy
11,000
+61
+0.6% +$6.98K 0.09% 205
2023
Q4 		$1.15M Buy
10,939
+2,494
+30% +$272K 0.08% 211
2023
Q3 		$895K Buy
8,445
+588
+7% +$68.1K 0.07% 224
2023
Q2 		$936K Buy
7,857
+219
+3% +$22.6K 0.07% 214
2023
Q1 		$710K Buy
7,638
+3,245
+74% +$285K 0.06% 236
2022
Q4 		$359K Buy
4,393
+808
+23% +$61.4K 0.03% 287
2022
Q3 		$219K Sell
3,585
-69
-2% -$5.05K 0.02% 355
2022
Q2 		$255K Sell
3,654
-1,495
-29% -$109K 0.02% 351
2022
Q1 		$426K Buy
5,149
+1,239
+32% +$100K 0.03% 276
2021
Q4 		$341K Buy
3,910
+223
+6% +$20.9K 0.03% 277
2021
Q3 		$321K Buy
3,687
+224
+6% +$19.8K 0.03% 242
2021
Q2 		$270K Sell
3,463
-636
-16% -$49.8K 0.03% 283
2021
Q1 		$288K Sell
4,099
-268
-6% -$17.4K 0.03% 261
2020
Q4 		$283K Sell
4,367
-8
-0.2% -$476 0.03% 244
2020
Q3 		$261K Buy
4,375
+298
+7% +$16.9K 0.04% 207
2020
Q2 		$225K Sell
4,077
-65
-2% -$3.44K 0.03% 212
2020
Q1 		$200K Buy
+4,142
New +$214K 0.04% 188

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

Visionary Wealth Advisors's ORCL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $71.9K and bringing the position to 12,963 shares worth $1.9M. The position accounts for 0.08% of the portfolio, ranked #217.

Visionary Wealth Advisors first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.34M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Visionary Wealth Advisors held 12,963 shares of Oracle worth $1.9M as of Q2 2026.
  • Visionary Wealth Advisors bought 397 Oracle shares in Q2 2026, an estimated $71.9K.
  • Oracle made up 0.08% of Visionary Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • Visionary Wealth Advisors first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Oracle position peaked at $4.34M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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