Wallace Advisory Group’s Oracle ORCL Stock Holding History

Wallace Advisory Group’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	$458K	Sell	3,124 -1,424	-31%	-$258K	0.43%	61
2026 Q1	$669K	Sell	4,548 -428	-9%	-$69.6K	0.71%	27
2025 Q4	$970K	Sell	4,976 -2,784	-36%	-$663K	1.02%	25
2025 Q3	$1.7M	Sell	7,760 -2,239	-22%	-$570K	1.36%	12
2025 Q2	$1.4M	Buy	9,999 +1,659	+20%	+$268K	1.01%	24
2025 Q1	$1.39M	Buy	8,340 +1,922	+30%	+$313K	0.96%	23
2024 Q4	$1.09M	Buy	+6,418	New	+$1.14M	0.76%	31
2023 Q1	–	Sell	-2,553	Closed	-$209K	–	185
2022 Q4	$209K	Buy	+2,553	New	+$194K	0.16%	142

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

Wallace Advisory Group's ORCL Position: Q2 2026 in Review

Wallace Advisory Group reduced its Oracle (ORCL) stake by 31% in Q2 2026, selling an estimated $258K and leaving 3,124 shares worth $458K. The position accounts for 0.43% of the portfolio, ranked #61.

Wallace Advisory Group first reported a position in ORCL in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.7M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Wallace Advisory Group held 3,124 shares of Oracle worth $458K as of Q2 2026.
Wallace Advisory Group sold 1,424 Oracle shares in Q2 2026, an estimated $258K.
Oracle made up 0.43% of Wallace Advisory Group's portfolio in Q2 2026, its #61 holding.
Wallace Advisory Group first reported a position in Oracle in Q4 2022 and has held it in 8 quarters since.
Wallace Advisory Group's Oracle position peaked at $1.7M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.