Worth Financial Advisory Group’s Oracle ORCL Stock Holding History

Worth Financial Advisory 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	$305K	Buy	+2,078	New	+$377K	0.13%	151
2026 Q1	–	Sell	-2,221	Closed	-$433K	–	140
2025 Q4	$433K	Buy	2,221 +44	+2%	+$10.5K	0.21%	111
2025 Q3	$612K	Sell	2,177 -5	-0.2%	-$1.27K	0.34%	72
2025 Q2	$477K	Buy	2,182 +28	+1%	+$4.52K	0.29%	85
2025 Q1	$301K	Sell	2,154 -3,907	-64%	-$636K	0.19%	115
2024 Q4	$1.01M	Sell	6,061 -80	-1%	-$14.2K	0.62%	41
2024 Q3	$1.05M	Buy	6,141 +119	+2%	+$17.2K	0.61%	39
2024 Q2	$850K	Buy	6,022 +921	+18%	+$114K	0.56%	45
2024 Q1	$641K	Buy	5,101 +419	+9%	+$48K	0.44%	63
2023 Q4	$494K	Buy	4,682 +405	+9%	+$44.2K	0.39%	68
2023 Q3	$453K	Buy	4,277 +937	+28%	+$108K	0.41%	69
2023 Q2	$398K	Buy	+3,340	New	+$345K	0.37%	75

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Worth Financial Advisory Group's ORCL Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Oracle (ORCL) in Q2 2026: 2,078 shares worth $305K. The stake represents 0.13% of the portfolio and ranks #151 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in ORCL as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2024. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Worth Financial Advisory Group held 2,078 shares of Oracle worth $305K as of Q2 2026.
Oracle was a new Worth Financial Advisory Group position in Q2 2026.
Oracle made up 0.13% of Worth Financial Advisory Group's portfolio in Q2 2026, its #151 holding.
Worth Financial Advisory Group first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
Worth Financial Advisory Group's Oracle position peaked at $1.05M in Q3 2024.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.