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Wealth Preservation Advisors’s Oracle ORCL Stock Holding History

Wealth Preservation 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 		– Sell
-1,175
Closed -$173K – 681
2026
Q1 		$173K Sell
1,175
-30
-2% -$4.88K 0.14% 72
2025
Q4 		$235K Sell
1,205
-6
-0.5% -$1.43K 0.12% 80
2025
Q3 		$341K Buy
1,211
+66
+6% +$16.8K 0.2% 57
2025
Q2 		$250K Sell
1,145
-15
-1% -$2.42K 0.15% 72
2025
Q1 		$162K Buy
+1,160
New +$189K 0.12% 91

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 Preservation Advisors's ORCL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,175 shares — an estimated $173K sold.

Wealth Preservation Advisors first reported a position in ORCL in Q1 2025 and held it in 5 quarters. The position peaked at $341K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 1,175 Oracle shares in Q2 2026, an estimated $173K.
  • Wealth Preservation Advisors first reported a position in Oracle in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Oracle position peaked at $341K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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