Whitaker-Myers Wealth Managers’s Oracle ORCL Stock Holding History

Whitaker-Myers Wealth Managers’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	$2M	Sell	13,668 -1,858	-12%	-$337K	0.33%	55
2026 Q1	$2.28M	Buy	15,526 +6,008	+63%	+$977K	0.46%	32
2025 Q4	$1.86M	Buy	9,518 +5,815	+157%	+$1.38M	0.39%	31
2025 Q3	$1.04M	Buy	3,703 +210	+6%	+$53.5K	0.23%	53
2025 Q2	$764K	Sell	3,493 -193	-5%	-$31.2K	0.19%	51
2025 Q1	$515K	Buy	+3,686	New	+$600K	0.14%	59
2024 Q4	–	Sell	-2,798	Closed	-$477K	–	136
2024 Q3	$477K	Buy	2,798 +645	+30%	+$93.4K	0.16%	60
2024 Q2	$304K	Buy	+2,153	New	+$267K	0.11%	76

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ORCL Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $337K and leaving 13,668 shares worth $2M. The position accounts for 0.33% of the portfolio, ranked #55.

Whitaker-Myers Wealth Managers first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.28M in Q1 2026. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Whitaker-Myers Wealth Managers held 13,668 shares of Oracle worth $2M as of Q2 2026.
Whitaker-Myers Wealth Managers sold 1,858 Oracle shares in Q2 2026, an estimated $337K.
Oracle made up 0.33% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #55 holding.
Whitaker-Myers Wealth Managers first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
Whitaker-Myers Wealth Managers's Oracle position peaked at $2.28M in Q1 2026.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.