WE
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Wealth Effects’s Oracle ORCL Stock Holding History

Wealth Effects’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 		$880K Buy
6,005
+2,280
+61% +$413K 0.24% 81
2026
Q1 		$548K Sell
3,725
-170
-4% -$27.6K 0.19% 104
2025
Q4 		$759K Sell
3,895
-1,864
-32% -$444K 0.24% 73
2025
Q3 		$1.62M Buy
5,759
+1,455
+34% +$371K 0.52% 35
2025
Q2 		$941K Sell
4,304
-275
-6% -$44.4K 0.35% 57
2025
Q1 		$640K Sell
4,579
-1,560
-25% -$254K 0.27% 75
2024
Q4 		$1.02M Sell
6,139
-436
-7% -$77.5K 0.36% 56
2024
Q3 		$1.12M Sell
6,575
-350
-5% -$50.7K 0.39% 55
2024
Q2 		$978K Sell
6,925
-125
-2% -$15.5K 0.35% 60
2024
Q1 		$886K Sell
7,050
-15
-0.2% -$1.72K 0.33% 66
2023
Q4 		$745K Buy
7,065
+1,060
+18% +$116K 0.28% 84
2023
Q3 		$636K Buy
6,005
+190
+3% +$22K 0.31% 77
2023
Q2 		$693K Hold
5,815
– – 0.3% 70
2023
Q1 		$540K Sell
5,815
-775
-12% -$68K 0.28% 80
2022
Q4 		$539K Sell
6,590
-461
-7% -$35K 0.31% 76
2022
Q3 		$431K Buy
7,051
+176
+3% +$12.9K 0.26% 88
2022
Q2 		$480K Buy
6,875
+375
+6% +$27.5K 0.29% 83
2022
Q1 		$538K Sell
6,500
-650
-9% -$52.6K 0.25% 84
2021
Q4 		$624K Buy
+7,150
New +$671K 0.26% 81

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 Effects's ORCL Position: Q2 2026 in Review

Wealth Effects increased its Oracle (ORCL) stake by 61% in Q2 2026, buying an estimated $413K and bringing the position to 6,005 shares worth $880K. The position accounts for 0.24% of the portfolio, ranked #81.

Wealth Effects first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Effects held 6,005 shares of Oracle worth $880K as of Q2 2026.
  • Wealth Effects bought 2,280 Oracle shares in Q2 2026, an estimated $413K.
  • Oracle made up 0.24% of Wealth Effects's portfolio in Q2 2026, its #81 holding.
  • Wealth Effects first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Oracle position peaked at $1.62M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.