Xcel Wealth Management’s Oracle ORCL Stock Holding History

Xcel Wealth Management’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	$263K	Sell	1,798 -8	-0.4%	-$1.45K	0.06%	132
2026 Q1	$266K	Sell	1,806 -292	-14%	-$47.5K	0.07%	126
2025 Q4	$409K	Buy	2,098 +644	+44%	+$153K	0.1%	113
2025 Q3	$409K	Buy	1,454 +4	+0.3%	+$1.02K	0.11%	106
2025 Q2	$317K	Buy	+1,450	New	+$234K	0.09%	114
2023 Q3	–	Sell	-9,783	Closed	-$1.17M	–	126
2023 Q2	$1.17M	Hold	9,783	–	–	0.37%	59
2023 Q1	$909K	Sell	9,783 -385	-4%	-$33.8K	0.32%	60
2022 Q4	$831K	Hold	10,168	–	–	0.33%	62
2022 Q3	$621K	Hold	10,168	–	–	0.23%	70
2022 Q2	$710K	Sell	10,168 -110	-1%	-$8.05K	0.26%	65
2022 Q1	$850K	Hold	10,278	–	–	0.23%	77
2021 Q4	$896K	Buy	10,278 +9	+0.1%	+$845	0.23%	77
2021 Q3	$895K	Hold	10,269	–	–	0.26%	70
2021 Q2	$799K	Buy	10,269 +119	+1%	+$9.31K	0.24%	76
2021 Q1	$712K	Hold	10,150	–	–	0.25%	71
2020 Q4	$656K	Sell	10,150 -1,720	-14%	-$102K	0.28%	71
2020 Q3	$708K	Sell	11,870 -581	-5%	-$33K	0.36%	58
2020 Q2	$688K	Buy	12,451 +2,870	+30%	+$152K	0.43%	50
2020 Q1	$463K	Hold	9,581	–	–	0.42%	50
2019 Q4	$507K	Hold	9,581	–	–	0.42%	44
2019 Q3	$527K	Hold	9,581	–	–	0.49%	42
2019 Q2	$545K	Hold	9,581	–	–	0.53%	42
2019 Q1	$514K	Hold	9,581	–	–	0.53%	45
2018 Q4	$432K	Buy	+9,581	New	+$459K	0.53%	40

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

Xcel Wealth Management's ORCL Position: Q2 2026 in Review

Xcel Wealth Management reduced its Oracle (ORCL) stake by 0.44% in Q2 2026, selling an estimated $1.45K and leaving 1,798 shares worth $263K. The position accounts for 0.06% of the portfolio, ranked #132.

Xcel Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.17M in Q2 2023. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Xcel Wealth Management held 1,798 shares of Oracle worth $263K as of Q2 2026.
Xcel Wealth Management sold 8 Oracle shares in Q2 2026, an estimated $1.45K.
Oracle made up 0.06% of Xcel Wealth Management's portfolio in Q2 2026, its #132 holding.
Xcel Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 24 quarters since.
Xcel Wealth Management's Oracle position peaked at $1.17M in Q2 2023.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.