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ORCL icon

Abound Financial’s Oracle ORCL Stock Holding History

Abound Financial’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 		$323K Sell
2,207
-47
-2% -$8.52K 0.13% 49
2026
Q1 		$332K Hold
2,254
– – 0.14% 46
2025
Q4 		$439K Sell
2,254
-91
-4% -$21.7K 0.17% 45
2025
Q3 		$660K Sell
2,345
-205
-8% -$52.2K 0.26% 39
2025
Q2 		$558K Hold
2,550
– – 0.25% 41
2025
Q1 		$357K Sell
2,550
-341
-12% -$55.5K 0.18% 49
2024
Q4 		$482K Buy
+2,891
New +$514K 0.24% 44

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

Abound Financial's ORCL Position: Q2 2026 in Review

Abound Financial reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $8.52K and leaving 2,207 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #49.

Abound Financial first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $660K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Abound Financial held 2,207 shares of Oracle worth $323K as of Q2 2026.
  • Abound Financial sold 47 Oracle shares in Q2 2026, an estimated $8.52K.
  • Oracle made up 0.13% of Abound Financial's portfolio in Q2 2026, its #49 holding.
  • Abound Financial first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Abound Financial's Oracle position peaked at $660K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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