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Accordant Advisory Group’s Oracle ORCL Stock Holding History

Accordant 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 		$14.7K Hold
100
– – 0.01% 156
2026
Q1 		$14.7K Buy
+100
New +$16.3K 0.01% 148
2025
Q3 		– Sell
-130
Closed -$28.4K – 181
2025
Q2 		$28.4K Hold
130
– – 0.02% 103
2025
Q1 		$18.2K Hold
130
– – 0.02% 101
2024
Q4 		$21.7K Hold
130
– – 0.02% 99
2024
Q3 		$22.2K Buy
130
+5
+4% +$724 0.02% 103
2024
Q2 		$17.6K Hold
125
– – 0.02% 107
2024
Q1 		$15.7K Buy
+125
New +$14.3K 0.01% 159

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

Accordant Advisory Group's ORCL Position: Q2 2026 in Review

Accordant Advisory Group held its Oracle (ORCL) position steady in Q2 2026 at 100 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #156.

Accordant Advisory Group first reported a position in ORCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $28.4K in Q2 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Accordant Advisory Group held 100 shares of Oracle worth $14.7K as of Q2 2026.
  • Accordant Advisory Group left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #156 holding.
  • Accordant Advisory Group first reported a position in Oracle in Q1 2024 and has held it in 8 quarters since.
  • Accordant Advisory Group's Oracle position peaked at $28.4K in Q2 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.