Wisconsin Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$661K Sell
4,507
-319
-7% -$57.8K 0.57% 56
2026
Q1
$710K Buy
4,826
+2,578
+115% +$419K 0.7% 49
2025
Q4
$438K Buy
2,248
+15
+0.7% +$3.57K 0.43% 66
2025
Q3
$628K Sell
2,233
-413
-16% -$105K 0.6% 55
2025
Q2
$579K Buy
2,646
+649
+32% +$105K 0.66% 52
2025
Q1
$279K Sell
1,997
-5
-0.2% -$814 0.4% 59
2024
Q4
$334K Buy
+2,002
New +$356K 0.49% 55

Other funds holding ORCL

Wisconsin Wealth Advisors's ORCL Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its Oracle (ORCL) stake by 6.6% in Q2 2026, selling an estimated $57.8K and leaving 4,507 shares worth $661K. The position accounts for 0.57% of the portfolio, ranked #56.

Wisconsin Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $710K in Q1 2026. 927 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wisconsin Wealth Advisors held 4,507 shares of Oracle worth $661K as of Q2 2026.
  • Wisconsin Wealth Advisors sold 319 Oracle shares in Q2 2026, an estimated $57.8K.
  • Oracle made up 0.57% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • Wisconsin Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Wisconsin Wealth Advisors's Oracle position peaked at $710K in Q1 2026.
  • 927 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.