Wealth Alliance Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $471K | Sell |
3,211
-19,507
| -86% | -$3.54M | 0.07% | 121 |
|
|
2026
Q1 | $3.34M | Buy |
22,718
+2,316
| +11% | +$376K | 0.53% | 39 |
|
|
2025
Q4 | $3.98M | Buy |
20,402
+2,291
| +13% | +$545K | 0.68% | 34 |
|
|
2025
Q3 | $5.09M | Sell |
18,111
-2,791
| -13% | -$711K | 0.92% | 26 |
|
|
2025
Q2 | $4.57M | Buy |
20,902
+1,746
| +9% | +$282K | 0.87% | 26 |
|
|
2025
Q1 | $2.68M | Buy |
19,156
+490
| +3% | +$79.8K | 0.56% | 38 |
|
|
2024
Q4 | $3.11M | Buy |
18,666
+1,306
| +8% | +$232K | 0.66% | 32 |
|
|
2024
Q3 | $2.96M | Buy |
17,360
+1,113
| +7% | +$161K | 0.62% | 33 |
|
|
2024
Q2 | $2.29M | Buy |
16,247
+6,466
| +66% | +$803K | 0.52% | 39 |
|
|
2024
Q1 | $1.23M | Hold |
9,781
| – | – | 0.29% | 57 |
|
|
2023
Q4 | $1.03M | Hold |
9,781
| – | – | 0.27% | 61 |
|
|
2023
Q3 | $1.04M | Sell |
9,781
-400
| -4% | -$46.3K | 0.31% | 55 |
|
|
2023
Q2 | $1.21M | Buy |
10,181
+550
| +6% | +$56.9K | 0.43% | 42 |
|
|
2023
Q1 | $895K | Hold |
9,631
| – | – | 0.33% | 51 |
|
|
2022
Q4 | $787K | Hold |
9,631
| – | – | 0.3% | 56 |
|
|
2022
Q3 | $588K | Hold |
9,631
| – | – | 0.26% | 60 |
|
|
2022
Q2 | $673K | Hold |
9,631
| – | – | 0.32% | 53 |
|
|
2022
Q1 | $797K | Sell |
9,631
-150
| -2% | -$12.1K | 0.35% | 51 |
|
|
2021
Q4 | $853K | Sell |
9,781
-784
| -7% | -$73.6K | 0.37% | 46 |
|
|
2021
Q3 | $921K | Hold |
10,565
| – | – | 0.45% | 42 |
|
|
2021
Q2 | $822K | Hold |
10,565
| – | – | 0.4% | 46 |
|
|
2021
Q1 | $741K | Sell |
10,565
-416
| -4% | -$26.9K | 0.38% | 50 |
|
|
2020
Q4 | $710K | Sell |
10,981
-250
| -2% | -$14.9K | 0.38% | 46 |
|
|
2020
Q3 | $670K | Hold |
11,231
| – | – | 0.4% | 46 |
|
|
2020
Q2 | $621K | Hold |
11,231
| – | – | 0.38% | 47 |
|
|
2020
Q1 | $543K | Sell |
11,231
-17
| -0.2% | -$877 | 0.42% | 45 |
|
|
2019
Q4 | $596K | Hold |
11,248
| – | – | 0.34% | 49 |
|
|
2019
Q3 | $640K | Hold |
11,248
| – | – | 0.4% | 45 |
|
|
2019
Q2 | $670K | Hold |
11,248
| – | – | 0.41% | 47 |
|
|
2019
Q1 | $607K | Sell |
11,248
-431
| -4% | -$22K | 0.39% | 48 |
|
|
2018
Q4 | $527K | Hold |
11,679
| – | – | 0.39% | 49 |
|
|
2018
Q3 | $602K | Buy |
11,679
+600
| +5% | +$29.1K | 0.31% | 59 |
|
|
2018
Q2 | $488K | Buy |
11,079
+5,231
| +89% | +$241K | 0.27% | 63 |
|
|
2018
Q1 | $268K | Buy |
5,848
+100
| +2% | +$4.97K | 0.16% | 89 |
|
|
2017
Q4 | $272K | Buy |
+5,748
| New | +$282K | 0.24% | 74 |
|
Other funds holding ORCL
FWIA
Wealth Alliance Advisory Group's ORCL Position: Q2 2026 in Review
Wealth Alliance Advisory Group reduced its Oracle (ORCL) stake by 86% in Q2 2026, selling an estimated $3.54M and leaving 3,211 shares worth $471K. The position accounts for 0.07% of the portfolio, ranked #121.
Wealth Alliance Advisory Group first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.09M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Wealth Alliance Advisory Group held 3,211 shares of Oracle worth $471K as of Q2 2026.
- Wealth Alliance Advisory Group sold 19,507 Oracle shares in Q2 2026, an estimated $3.54M.
- Oracle made up 0.07% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #121 holding.
- Wealth Alliance Advisory Group first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Wealth Alliance Advisory Group's Oracle position peaked at $5.09M in Q3 2025.
- 1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.