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Woodward Financial Advisors’s Oracle ORCL Stock Holding History

Woodward Financial Advisors’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 		$222K Hold
1,512
– – 0.07% 62
2026
Q1 		$210K Hold
1,512
– – 0.08% 57
2025
Q4 		$295K Hold
1,512
– – 0.11% 47
2025
Q3 		$425K Hold
1,512
– – 0.16% 42
2025
Q2 		$331K Hold
1,512
– – 0.14% 46
2025
Q1 		$211K Hold
1,512
– – 0.1% 54
2024
Q4 		$252K Sell
1,512
-27
-2% -$4.8K 0.12% 50
2024
Q3 		$262K Sell
1,539
-37
-2% -$5.36K 0.13% 50
2024
Q2 		$226K Buy
+1,576
New +$196K 0.13% 51

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

Woodward Financial Advisors's ORCL Position: Q2 2026 in Review

Woodward Financial Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,512 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #62.

Woodward Financial Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $425K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Woodward Financial Advisors held 1,512 shares of Oracle worth $222K as of Q2 2026.
  • Woodward Financial Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.07% of Woodward Financial Advisors's portfolio in Q2 2026, its #62 holding.
  • Woodward Financial Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Woodward Financial Advisors's Oracle position peaked at $425K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.