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WealthBridge Investment Counsel’s Oracle ORCL Stock Holding History

WealthBridge Investment Counsel’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 		$7.73M Buy
52,745
+75
+0.1% +$13.6K 2.06% 22
2026
Q1 		$7.75M Sell
52,670
-700
-1% -$114K 2.37% 19
2025
Q4 		$10.4M Sell
53,370
-2,830
-5% -$674K 3.12% 12
2025
Q3 		$15.8M Sell
56,200
-22,055
-28% -$5.62M 4.87% 3
2025
Q2 		$17.1M Buy
78,255
+550
+0.7% +$88.8K 5.55% 2
2025
Q1 		$10.9M Buy
77,705
+80
+0.1% +$13K 3.95% 4
2024
Q4 		$12.9M Sell
77,625
-4,500
-5% -$799K 4.75% 3
2024
Q3 		$14M Buy
82,125
+75
+0.1% +$10.9K 4.97% 1
2024
Q2 		$11.6M Sell
82,050
-725
-0.9% -$90K 4.43% 2
2024
Q1 		$10.4M Buy
82,775
+790
+1% +$90.4K 3.86% 7
2023
Q4 		$8.64M Buy
81,985
+600
+0.7% +$65.5K 3.46% 9
2023
Q3 		$8.62M Sell
81,385
-1,900
-2% -$220K 3.76% 7
2023
Q2 		$9.92M Sell
83,285
-5,918
-7% -$612K 4.18% 4
2023
Q1 		$8.29M Sell
89,203
-1,650
-2% -$145K 3.67% 8
2022
Q4 		$7.43M Buy
90,853
+3,712
+4% +$282K 3.25% 12
2022
Q3 		$5.32M Buy
87,141
+6,388
+8% +$468K 2.8% 18
2022
Q2 		$5.64M Buy
80,753
+1,290
+2% +$94.4K 2.86% 17
2022
Q1 		$6.57M Buy
79,463
+2,210
+3% +$179K 2.9% 16
2021
Q4 		$6.74M Sell
77,253
-635
-0.8% -$59.6K 2.86% 16
2021
Q3 		$6.79M Sell
77,888
-1,275
-2% -$113K 3.05% 12
2021
Q2 		$6.16M Buy
79,163
+38
+0% +$2.98K 2.73% 17
2021
Q1 		$5.55M Sell
79,125
-3,200
-4% -$207K 2.71% 17
2020
Q4 		$5.33M Sell
82,325
-250
-0.3% -$14.9K 2.79% 16
2020
Q3 		$4.93M Sell
82,575
-1,800
-2% -$102K 3% 15
2020
Q2 		$4.66M Sell
84,375
-750
-0.9% -$39.7K 3.1% 15
2020
Q1 		$4.11M Buy
85,125
+100
+0.1% +$5.16K 3.49% 14
2019
Q4 		$4.5M Buy
+85,025
New +$4.68M 2.55% 17

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

WealthBridge Investment Counsel's ORCL Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its Oracle (ORCL) stake by 0.14% in Q2 2026, buying an estimated $13.6K and bringing the position to 52,745 shares worth $7.73M. The position accounts for 2.06% of the portfolio, ranked #22.

WealthBridge Investment Counsel first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.1M in Q2 2025. 1,723 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WealthBridge Investment Counsel held 52,745 shares of Oracle worth $7.73M as of Q2 2026.
  • WealthBridge Investment Counsel bought 75 Oracle shares in Q2 2026, an estimated $13.6K.
  • Oracle made up 2.06% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #22 holding.
  • WealthBridge Investment Counsel first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • WealthBridge Investment Counsel's Oracle position peaked at $17.1M in Q2 2025.
  • 1,723 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.