Watershed Private Wealth’s Oracle ORCL Stock Holding History

Watershed Private Wealth’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	$668K	Buy	4,557 +2,820	+162%	+$511K	0.19%	67
2026 Q1	$256K	Buy	+1,737	New	+$282K	0.08%	103

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

Watershed Private Wealth's ORCL Position: Q2 2026 in Review

Watershed Private Wealth increased its Oracle (ORCL) stake by 162% in Q2 2026, buying an estimated $511K and bringing the position to 4,557 shares worth $668K. The position accounts for 0.19% of the portfolio, ranked #67.

Watershed Private Wealth first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,498 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Watershed Private Wealth held 4,557 shares of Oracle worth $668K as of Q2 2026.
Watershed Private Wealth bought 2,820 Oracle shares in Q2 2026, an estimated $511K.
Oracle made up 0.19% of Watershed Private Wealth's portfolio in Q2 2026, its #67 holding.
Watershed Private Wealth first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
3,498 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.