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Wood Tarver Financial Group’s Oracle ORCL Stock Holding History

Wood Tarver Financial 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 		$260K Hold
1,776
– – 0.06% 144
2026
Q1 		$261K Buy
1,776
+34
+2% +$5.53K 0.07% 131
2025
Q4 		$339K Hold
1,742
– – 0.1% 118
2025
Q3 		$489K Hold
1,742
– – 0.14% 92
2025
Q2 		$380K Hold
1,742
– – 0.11% 99
2025
Q1 		$244K Hold
1,742
– – 0.08% 116
2024
Q4 		$290K Buy
+1,742
New +$309K 0.1% 108

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 $3.38T AUM 44.17% 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

Wood Tarver Financial Group's ORCL Position: Q2 2026 in Review

Wood Tarver Financial Group held its Oracle (ORCL) position steady in Q2 2026 at 1,776 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #144.

Wood Tarver Financial Group first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $489K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Wood Tarver Financial Group held 1,776 shares of Oracle worth $260K as of Q2 2026.
  • Wood Tarver Financial Group left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.06% of Wood Tarver Financial Group's portfolio in Q2 2026, its #144 holding.
  • Wood Tarver Financial Group first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Wood Tarver Financial Group's Oracle position peaked at $489K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.