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Wellington-Altus USA’s Oracle ORCL Stock Holding History

Wellington-Altus USA’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 		$101K Sell
685
-94
-12% -$17K 0.07% 216
2026
Q1 		$114K Sell
779
-289
-27% -$47K 0.07% 228
2025
Q4 		$208K Buy
+1,068
New +$254K 0.15% 113

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

Wellington-Altus USA's ORCL Position: Q2 2026 in Review

Wellington-Altus USA reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $17K and leaving 685 shares worth $101K. The position accounts for 0.07% of the portfolio, ranked #216.

Wellington-Altus USA first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $208K in Q4 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wellington-Altus USA held 685 shares of Oracle worth $101K as of Q2 2026.
  • Wellington-Altus USA sold 94 Oracle shares in Q2 2026, an estimated $17K.
  • Oracle made up 0.07% of Wellington-Altus USA's portfolio in Q2 2026, its #216 holding.
  • Wellington-Altus USA first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Oracle position peaked at $208K in Q4 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.