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Wealth Dimensions Group’s Oracle ORCL Stock Holding History

Wealth Dimensions 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 		$993K Sell
6,775
-179
-3% -$32.4K 0.18% 70
2026
Q1 		$1.02M Sell
6,954
-109
-2% -$17.7K 0.2% 60
2025
Q4 		$1.33M Buy
7,063
+2,317
+49% +$552K 0.26% 48
2025
Q3 		$1.33M Sell
4,746
-1
-0% -$255 0.27% 48
2025
Q2 		$1.04M Sell
4,747
-11
-0.2% -$1.78K 0.23% 59
2025
Q1 		$665K Sell
4,758
-57
-1% -$9.28K 0.16% 76
2024
Q4 		$802K Sell
4,815
-26
-0.5% -$4.62K 0.2% 66
2024
Q3 		$825K Sell
4,841
-238
-5% -$34.5K 0.21% 60
2024
Q2 		$717K Buy
5,079
+357
+8% +$44.3K 0.2% 61
2024
Q1 		$593K Sell
4,722
-67
-1% -$7.67K 0.18% 72
2023
Q4 		$505K Sell
4,789
-798
-14% -$87.1K 0.16% 73
2023
Q3 		$592K Buy
5,587
+67
+1% +$7.75K 0.21% 68
2023
Q2 		$657K Buy
5,520
+798
+17% +$82.5K 0.24% 58
2023
Q1 		$439K Buy
4,722
+1,450
+44% +$127K 0.17% 79
2022
Q4 		$267K Sell
3,272
-41
-1% -$3.12K 0.11% 109
2022
Q3 		$202K Hold
3,313
– – 0.1% 116
2022
Q2 		$231K Hold
3,313
– – 0.11% 114
2022
Q1 		$274K Sell
3,313
-38
-1% -$3.08K 0.13% 110
2021
Q4 		$292K Buy
3,351
+600
+22% +$56.3K 0.14% 103
2021
Q3 		$240K Hold
2,751
– – 0.15% 111
2021
Q2 		$214K Sell
2,751
-151
-5% -$11.8K 0.15% 113
2021
Q1 		$204K Buy
+2,902
New +$188K 0.16% 112

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 $3.37T AUM 44.26% 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

Wealth Dimensions Group's ORCL Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Oracle (ORCL) stake by 2.6% in Q2 2026, selling an estimated $32.4K and leaving 6,775 shares worth $993K. The position accounts for 0.18% of the portfolio, ranked #70.

Wealth Dimensions Group first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.33M in Q3 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Dimensions Group held 6,775 shares of Oracle worth $993K as of Q2 2026.
  • Wealth Dimensions Group sold 179 Oracle shares in Q2 2026, an estimated $32.4K.
  • Oracle made up 0.18% of Wealth Dimensions Group's portfolio in Q2 2026, its #70 holding.
  • Wealth Dimensions Group first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Oracle position peaked at $1.33M in Q3 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.