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Winnow Wealth’s Oracle ORCL Stock Holding History

Winnow Wealth’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 		$225K Sell
1,535
-4
-0.3% -$725 0.15% 127
2026
Q1 		$226K Sell
1,539
-32
-2% -$5.2K 0.17% 112
2025
Q4 		$306K Sell
1,571
-215
-12% -$51.2K 0.23% 87
2025
Q3 		$504K Buy
1,786
+1,656
+1,274% +$422K 0.39% 70
2025
Q2 		$28.4K Sell
130
-1,648
-93% -$266K 0.02% 103
2025
Q1 		$248K Buy
1,778
+14
+0.8% +$2.28K 0.23% 85
2024
Q4 		$294K Buy
+1,764
New +$313K 0.29% 82

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

Winnow Wealth's ORCL Position: Q2 2026 in Review

Winnow Wealth reduced its Oracle (ORCL) stake by 0.26% in Q2 2026, selling an estimated $725 and leaving 1,535 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #127.

Winnow Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Winnow Wealth held 1,535 shares of Oracle worth $225K as of Q2 2026.
  • Winnow Wealth sold 4 Oracle shares in Q2 2026, an estimated $725.
  • Oracle made up 0.15% of Winnow Wealth's portfolio in Q2 2026, its #127 holding.
  • Winnow Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Winnow Wealth's Oracle position peaked at $504K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.