Vivid Wealth Management’s Oracle ORCL Stock Holding History

Vivid Wealth Management’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	$2.24M	Buy	+15,283	New	+$2.77M	0.79%	53
2025 Q4	–	Sell	-9,497	Closed	-$2.67M	–	70
2025 Q3	$2.67M	Sell	9,497 -6,514	-41%	-$1.66M	1.06%	39
2025 Q2	$3.5M	Buy	16,011 +70	+0.4%	+$11.3K	1.54%	14
2025 Q1	$2.23M	Buy	15,941 +2,025	+15%	+$330K	1.12%	38
2024 Q4	$2.32M	Sell	13,916 -3,239	-19%	-$575K	1.17%	33
2024 Q3	$2.92M	Buy	17,155 +677	+4%	+$98.1K	1.53%	18
2024 Q2	$2.33M	Buy	16,478 +11,660	+242%	+$1.45M	1.3%	23
2024 Q1	$605K	Buy	4,818 +365	+8%	+$41.8K	0.38%	52
2023 Q4	$469K	Buy	+4,453	New	+$486K	0.32%	57

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 $3.37T AUM 44.26% 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

Vivid Wealth Management's ORCL Position: Q2 2026 in Review

Vivid Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 15,283 shares worth $2.24M. The stake represents 0.79% of the portfolio and ranks #53 among its holdings. This is a return to the name: Vivid Wealth Management previously reported a position in ORCL as recently as Q3 2025.

Vivid Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.5M in Q2 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Vivid Wealth Management held 15,283 shares of Oracle worth $2.24M as of Q2 2026.
Oracle was a new Vivid Wealth Management position in Q2 2026.
Oracle made up 0.79% of Vivid Wealth Management's portfolio in Q2 2026, its #53 holding.
Vivid Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
Vivid Wealth Management's Oracle position peaked at $3.5M in Q2 2025.
3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.