Advisory Alpha’s Oracle ORCL Stock Holding History

Advisory Alpha’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	$1.12M	Buy	7,607 +963	+14%	+$175K	0.03%	204
2026 Q1	$978K	Buy	6,644 +590	+10%	+$95.9K	0.03%	193
2025 Q4	$1.18M	Buy	6,054 +524	+9%	+$125K	0.03%	173
2025 Q3	$1.6M	Buy	5,530 +1,642	+42%	+$418K	0.04%	134
2025 Q2	$850K	Buy	3,888 +287	+8%	+$46.3K	0.03%	183
2025 Q1	$503K	Buy	3,601 +396	+12%	+$64.5K	0.02%	251
2024 Q4	$534K	Buy	3,205 +48	+2%	+$8.53K	0.02%	226
2024 Q3	$538K	Buy	3,157 +1,354	+75%	+$196K	0.02%	224
2024 Q2	$255K	Buy	+1,803	New	+$224K	0.01%	322
2023 Q3	–	Sell	-2,149	Closed	-$256K	–	324
2023 Q2	$256K	Buy	+2,149	New	+$222K	0.01%	278
2020 Q4	–	Sell	-1,071	Closed	-$65K	–	478
2020 Q3	$65K	Buy	+1,071	New	+$60.8K	0.01%	183
2020 Q2	–	Sell	-953	Closed	-$49.5K	–	444
2020 Q1	$49.5K	Buy	953 +522	+121%	+$26.9K	0.01%	207
2019 Q4	$23.5K	Sell	431 -89	-17%	-$4.9K	0.01%	385
2019 Q3	$28.4K	Buy	+520	New	+$28.7K	0.01%	321
2019 Q2	–	Sell	-529	Closed	-$28.7K	–	474
2019 Q1	$28.7K	Buy	+529	New	+$27K	0.01%	300

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 $3.38T AUM 44.17% 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

Advisory Alpha's ORCL Position: Q2 2026 in Review

Advisory Alpha increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $175K and bringing the position to 7,607 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #204.

Advisory Alpha first reported a position in ORCL in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.6M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Advisory Alpha held 7,607 shares of Oracle worth $1.12M as of Q2 2026.
Advisory Alpha bought 963 Oracle shares in Q2 2026, an estimated $175K.
Oracle made up 0.03% of Advisory Alpha's portfolio in Q2 2026, its #204 holding.
Advisory Alpha first reported a position in Oracle in Q1 2019 and has held it in 15 quarters since.
Advisory Alpha's Oracle position peaked at $1.6M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.