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Advisory Research’s Oracle ORCL Stock Holding History

Advisory Research’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 		$1.73M Sell
11,821
-150
-1% -$27.2K 0.17% 84
2026
Q1 		$1.76M Sell
11,971
-942
-7% -$153K 0.22% 76
2025
Q4 		$2.52M Buy
12,913
+237
+2% +$56.4K 0.32% 63
2025
Q3 		$3.56M Buy
12,676
+633
+5% +$161K 0.47% 43
2025
Q2 		$2.63M Buy
12,043
+3,966
+49% +$640K 0.4% 56
2025
Q1 		$1.13M Buy
8,077
+265
+3% +$43.1K 0.2% 102
2024
Q4 		$1.3M Hold
7,812
– – 0.22% 95
2024
Q3 		$1.33M Sell
7,812
-401
-5% -$58.1K 0.24% 96
2024
Q2 		$1.16M Buy
8,213
+994
+14% +$123K 0.22% 97
2024
Q1 		$907K Sell
7,219
-1,088
-13% -$125K 0.18% 104
2023
Q4 		$876K Sell
8,307
-6,023
-42% -$657K 0.14% 176
2023
Q3 		$1.52M Sell
14,330
-135
-0.9% -$15.6K 0.21% 138
2023
Q2 		$1.72M Buy
14,465
+6,672
+86% +$690K 0.22% 123
2023
Q1 		$724K Sell
7,793
-24,436
-76% -$2.14M 0.12% 203
2022
Q4 		$2.63M Sell
32,229
-76,139
-70% -$5.79M 0.25% 64
2022
Q3 		$6.62M Buy
108,368
+32,280
+42% +$2.36M 0.65% 34
2022
Q2 		$5.32M Buy
76,088
+11
+0% +$805 0.52% 40
2022
Q1 		$6.29M Sell
76,077
-5,045
-6% -$409K 0.5% 42
2021
Q4 		$7.08M Sell
81,122
-1,104
-1% -$104K 0.56% 41
2021
Q3 		$7.16M Buy
82,226
+912
+1% +$80.6K 0.46% 65
2021
Q2 		$6.33M Buy
+81,314
New +$6.37M 0.42% 78
2014
Q2 		– Sell
-1,772
Closed -$72K – 574
2014
Q1 		$72K Buy
+1,772
New +$67.4K ﹤0.01% 427

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

Advisory Research's ORCL Position: Q2 2026 in Review

Advisory Research reduced its Oracle (ORCL) stake by 1.3% in Q2 2026, selling an estimated $27.2K and leaving 11,821 shares worth $1.73M. The position accounts for 0.17% of the portfolio, ranked #84.

Advisory Research first reported a position in ORCL in Q1 2014 and has held it in 22 quarters since. The position peaked at $7.16M in Q3 2021. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Advisory Research held 11,821 shares of Oracle worth $1.73M as of Q2 2026.
  • Advisory Research sold 150 Oracle shares in Q2 2026, an estimated $27.2K.
  • Oracle made up 0.17% of Advisory Research's portfolio in Q2 2026, its #84 holding.
  • Advisory Research first reported a position in Oracle in Q1 2014 and has held it in 22 quarters since.
  • Advisory Research's Oracle position peaked at $7.16M in Q3 2021.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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