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Wilkerson Advisory Group’s Oracle ORCL Stock Holding History

Wilkerson Advisory Group’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 		$254K Buy
1,732
+79
+5% +$14.3K 0.08% 85
2026
Q1 		$243K Buy
1,653
+128
+8% +$20.8K 0.08% 86
2025
Q4 		$297K Buy
+1,525
New +$363K 0.1% 88

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

Wilkerson Advisory Group's ORCL Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Oracle (ORCL) stake by 4.8% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,732 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #85.

Wilkerson Advisory Group first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $297K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wilkerson Advisory Group held 1,732 shares of Oracle worth $254K as of Q2 2026.
  • Wilkerson Advisory Group bought 79 Oracle shares in Q2 2026, an estimated $14.3K.
  • Oracle made up 0.08% of Wilkerson Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Wilkerson Advisory Group first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Oracle position peaked at $297K in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.