WAG
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Wiser Advisor Group’s Oracle ORCL Stock Holding History

Wiser Advisor 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 		$131K Buy
891
+3
+0.3% +$544 0.14% 59
2026
Q1 		$131K Buy
888
+2
+0.2% +$325 0.16% 58
2025
Q4 		$173K Buy
886
+2
+0.2% +$476 0.2% 58
2025
Q3 		$249K Buy
+884
New +$225K 0.31% 48
2025
Q2 		– Sell
-879
Closed -$123K – 187
2025
Q1 		$123K Buy
879
+2
+0.2% +$326 0.18% 60
2024
Q4 		$146K Buy
877
+2
+0.2% +$355 0.21% 56
2024
Q3 		$149K Buy
875
+2
+0.2% +$290 0.22% 55
2024
Q2 		$123K Buy
873
+4
+0.5% +$497 0.19% 60
2024
Q1 		$109K Buy
869
+2
+0.2% +$229 0.17% 62
2023
Q4 		$91.4K Buy
+867
New +$94.6K 0.15% 64

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

Wiser Advisor Group's ORCL Position: Q2 2026 in Review

Wiser Advisor Group increased its Oracle (ORCL) stake by 0.34% in Q2 2026, buying an estimated $544 and bringing the position to 891 shares worth $131K. The position accounts for 0.14% of the portfolio, ranked #59.

Wiser Advisor Group first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $249K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wiser Advisor Group held 891 shares of Oracle worth $131K as of Q2 2026.
  • Wiser Advisor Group bought 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.14% of Wiser Advisor Group's portfolio in Q2 2026, its #59 holding.
  • Wiser Advisor Group first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's Oracle position peaked at $249K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.