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Wilson & Boucher Capital Management’s Oracle ORCL Stock Holding History

Wilson & Boucher Capital Management’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 		$2.08M Sell
14,169
-100
-0.7% -$18.1K 1.22% 20
2026
Q1 		$2.1M Buy
14,269
+71
+0.5% +$11.5K 1.39% 18
2025
Q4 		$2.77M Sell
14,198
-790
-5% -$188K 1.82% 14
2025
Q3 		$4.22M Buy
14,988
+8
+0.1% +$2.04K 2.77% 7
2025
Q2 		$3.28M Sell
14,980
-135
-0.9% -$21.8K 2.28% 11
2025
Q1 		$2.11M Sell
15,115
-540
-3% -$87.9K 1.57% 15
2024
Q4 		$2.61M Hold
15,655
– – 1.85% 13
2024
Q3 		$2.67M Sell
15,655
-635
-4% -$92K 1.84% 13
2024
Q2 		$2.3M Buy
16,290
+50
+0.3% +$6.21K 1.76% 13
2024
Q1 		$2.04M Sell
16,240
-1,400
-8% -$160K 1.61% 16
2023
Q4 		$1.86M Buy
17,640
+200
+1% +$21.8K 1.57% 18
2023
Q3 		$1.85M Sell
17,440
-100
-0.6% -$11.6K 1.76% 18
2023
Q2 		$2.09M Sell
17,540
-190
-1% -$19.6K 1.88% 14
2023
Q1 		$1.65M Hold
17,730
– – 1.58% 18
2022
Q4 		$1.45M Buy
17,730
+530
+3% +$40.3K 1.49% 20
2022
Q3 		$1.05M Sell
17,200
-100
-0.6% -$7.32K 1.22% 26
2022
Q2 		$1.21M Sell
17,300
-500
-3% -$36.6K 1.33% 24
2022
Q1 		$1.47M Buy
17,800
+200
+1% +$16.2K 1.33% 21
2021
Q4 		$1.53M Buy
+17,600
New +$1.65M 1.38% 18

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

Wilson & Boucher Capital Management's ORCL Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its Oracle (ORCL) stake by 0.7% in Q2 2026, selling an estimated $18.1K and leaving 14,169 shares worth $2.08M. The position accounts for 1.22% of the portfolio, ranked #20.

Wilson & Boucher Capital Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.22M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wilson & Boucher Capital Management held 14,169 shares of Oracle worth $2.08M as of Q2 2026.
  • Wilson & Boucher Capital Management sold 100 Oracle shares in Q2 2026, an estimated $18.1K.
  • Oracle made up 1.22% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #20 holding.
  • Wilson & Boucher Capital Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's Oracle position peaked at $4.22M in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.