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WCG Wealth Advisors’s Oracle ORCL Stock Holding History

WCG 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 		$14.2M Buy
96,889
+19,424
+25% +$3.52M 0.34% 78
2026
Q1 		$11.4M Buy
77,465
+3,110
+4% +$506K 0.32% 84
2025
Q4 		$14.5M Buy
74,355
+46,367
+166% +$11M 0.41% 68
2025
Q3 		$7.87M Sell
27,988
-10,713
-28% -$2.73M 0.49% 59
2025
Q2 		$8.46M Sell
38,701
-5,337
-12% -$862K 0.55% 51
2025
Q1 		$6.16M Sell
44,038
-6,484
-13% -$1.06M 0.47% 68
2024
Q4 		$8.42M Sell
50,522
-6,378
-11% -$1.13M 0.56% 52
2024
Q3 		$9.7M Buy
56,900
+298
+0.5% +$43.2K 0.65% 43
2024
Q2 		$7.99M Buy
56,602
+12,014
+27% +$1.49M 0.59% 50
2024
Q1 		$5.6M Sell
44,588
-22,622
-34% -$2.59M 0.47% 61
2023
Q4 		$7.09M Buy
67,210
+2,085
+3% +$228K 0.52% 55
2023
Q3 		$7.06M Buy
65,125
+12,459
+24% +$1.44M 0.52% 55
2023
Q2 		$6.27M Sell
52,666
-6,941
-12% -$718K 0.73% 40
2023
Q1 		$5.54M Buy
59,607
+7,925
+15% +$695K 0.71% 41
2022
Q4 		$4.22M Buy
51,682
+8,152
+19% +$620K 0.58% 45
2022
Q3 		$2.9M Buy
43,530
+2,493
+6% +$183K 0.38% 58
2022
Q2 		$2.87M Buy
+41,037
New +$3M 0.4% 58

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

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

WCG Wealth Advisors increased its Oracle (ORCL) stake by 25% in Q2 2026, buying an estimated $3.52M and bringing the position to 96,889 shares worth $14.2M. The position accounts for 0.34% of the portfolio, ranked #78.

WCG Wealth Advisors first reported a position in ORCL in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.5M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WCG Wealth Advisors held 96,889 shares of Oracle worth $14.2M as of Q2 2026.
  • WCG Wealth Advisors bought 19,424 Oracle shares in Q2 2026, an estimated $3.52M.
  • Oracle made up 0.34% of WCG Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • WCG Wealth Advisors first reported a position in Oracle in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's Oracle position peaked at $14.5M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.