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Wealthspan Partners’s Oracle ORCL Stock Holding History

Wealthspan 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 		$459K Sell
3,130
-710
-18% -$129K 0.14% 87
2026
Q1 		$565K Buy
3,840
+1,761
+85% +$286K 0.2% 72
2025
Q4 		$405K Hold
2,079
– – 0.15% 83
2025
Q3 		$585K Sell
2,079
-259
-11% -$66K 0.22% 67
2025
Q2 		$511K Sell
2,338
-100
-4% -$16.1K 0.21% 70
2025
Q1 		$341K Buy
+2,438
New +$397K 0.16% 84

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

Wealthspan Partners's ORCL Position: Q2 2026 in Review

Wealthspan Partners reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $129K and leaving 3,130 shares worth $459K. The position accounts for 0.14% of the portfolio, ranked #87.

Wealthspan Partners first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $585K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wealthspan Partners held 3,130 shares of Oracle worth $459K as of Q2 2026.
  • Wealthspan Partners sold 710 Oracle shares in Q2 2026, an estimated $129K.
  • Oracle made up 0.14% of Wealthspan Partners's portfolio in Q2 2026, its #87 holding.
  • Wealthspan Partners first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Wealthspan Partners's Oracle position peaked at $585K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.