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WealthShield Partners’s Oracle ORCL Stock Holding History

WealthShield Partners’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 		$240K Sell
1,636
-357
-18% -$64.7K 0.04% 210
2026
Q1 		$293K Sell
1,993
-578
-22% -$94K 0.03% 297
2025
Q4 		$501K Buy
2,571
+695
+37% +$165K 0.06% 241
2025
Q3 		$528K Buy
1,876
+4
+0.2% +$1.02K 0.06% 233
2025
Q2 		$409K Sell
1,872
-3
-0.2% -$484 0.05% 254
2025
Q1 		$262K Buy
1,875
+401
+27% +$65.3K 0.03% 285
2024
Q4 		$246K Buy
1,474
+21
+1% +$3.73K 0.03% 263
2024
Q3 		$248K Hold
1,453
– – 0.03% 268
2024
Q2 		$205K Buy
+1,453
New +$180K 0.03% 275
2022
Q2 		– Sell
-2,462
Closed -$204K – 320
2022
Q1 		$204K Hold
2,462
– – 0.03% 316
2021
Q4 		$215K Buy
+2,462
New +$231K 0.04% 266
2021
Q3 		– Sell
-5,573
Closed -$434K – 567
2021
Q2 		$434K Sell
5,573
-106
-2% -$8.3K 0.07% 170
2021
Q1 		$398K Sell
5,679
-7,786
-58% -$504K 0.07% 175
2020
Q4 		$871K Buy
13,465
+4,594
+52% +$273K 0.16% 119
2020
Q3 		$530K Sell
8,871
-17
-0.2% -$966 0.19% 123
2020
Q2 		$491K Buy
+8,888
New +$471K 0.23% 103
2018
Q3 		– Sell
-26,616
Closed -$97K – 270
2018
Q2 		$97K Buy
+26,616
New +$1.23M 0.06% 136

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

WealthShield Partners's ORCL Position: Q2 2026 in Review

WealthShield Partners reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $64.7K and leaving 1,636 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #210.

WealthShield Partners first reported a position in ORCL in Q2 2018 and has held it in 17 quarters since. The position peaked at $871K in Q4 2020. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • WealthShield Partners held 1,636 shares of Oracle worth $240K as of Q2 2026.
  • WealthShield Partners sold 357 Oracle shares in Q2 2026, an estimated $64.7K.
  • Oracle made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #210 holding.
  • WealthShield Partners first reported a position in Oracle in Q2 2018 and has held it in 17 quarters since.
  • WealthShield Partners's Oracle position peaked at $871K in Q4 2020.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.