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Allen Capital Group’s Oracle ORCL Stock Holding History

Allen Capital 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 		$3.72M Buy
25,376
+20,443
+414% +$3.7M 0.3% 71
2026
Q1 		$726K Buy
4,933
+872
+21% +$142K 0.06% 155
2025
Q4 		$792K Buy
4,061
+785
+24% +$187K 0.07% 149
2025
Q3 		$921K Buy
3,276
+41
+1% +$10.4K 0.09% 134
2025
Q2 		$707K Buy
3,235
+294
+10% +$47.5K 0.07% 148
2025
Q1 		$411K Buy
2,941
+1,441
+96% +$235K 0.05% 184
2024
Q4 		$250K Buy
1,500
+22
+1% +$3.91K 0.03% 203
2024
Q3 		$252K Buy
+1,478
New +$214K 0.03% 205
2021
Q2 		– Sell
-2,894
Closed -$203K – 160
2021
Q1 		$203K Buy
+2,894
New +$187K 0.04% 146
2020
Q2 		– Sell
-4,746
Closed -$229K – 136
2020
Q1 		$229K Sell
4,746
-6,733
-59% -$348K 0.07% 113
2019
Q4 		$608K Buy
11,479
+391
+4% +$21.5K 0.16% 91
2019
Q3 		$605K Buy
+11,088
New +$613K 0.19% 85

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

Allen Capital Group's ORCL Position: Q2 2026 in Review

Allen Capital Group increased its Oracle (ORCL) stake by 414% in Q2 2026, buying an estimated $3.7M and bringing the position to 25,376 shares worth $3.72M. The position accounts for 0.3% of the portfolio, ranked #71.

Allen Capital Group first reported a position in ORCL in Q3 2019 and has held it in 12 quarters since. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Allen Capital Group held 25,376 shares of Oracle worth $3.72M as of Q2 2026.
  • Allen Capital Group bought 20,443 Oracle shares in Q2 2026, an estimated $3.7M.
  • Oracle made up 0.3% of Allen Capital Group's portfolio in Q2 2026, its #71 holding.
  • Allen Capital Group first reported a position in Oracle in Q3 2019 and has held it in 12 quarters since.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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