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Allied Investment Advisors’s Oracle ORCL Stock Holding History

Allied Investment Advisors’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 		$300K Hold
2,050
– – 0.04% 87
2026
Q1 		$302K Hold
2,050
– – 0.04% 79
2025
Q4 		$400K Hold
2,050
– – 0.06% 71
2025
Q3 		$577K Hold
2,050
– – 0.09% 59
2025
Q2 		$448K Hold
2,050
– – 0.08% 61
2025
Q1 		$287K Sell
2,050
-26
-1% -$4.23K 0.05% 71
2024
Q4 		$346K Buy
2,076
+371
+22% +$65.9K 0.07% 62
2024
Q3 		$291K Hold
1,705
– – 0.06% 62
2024
Q2 		$241K Buy
+1,705
New +$212K 0.06% 63

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

Allied Investment Advisors's ORCL Position: Q2 2026 in Review

Allied Investment Advisors held its Oracle (ORCL) position steady in Q2 2026 at 2,050 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #87.

Allied Investment Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $577K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Allied Investment Advisors held 2,050 shares of Oracle worth $300K as of Q2 2026.
  • Allied Investment Advisors left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.04% of Allied Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Allied Investment Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Allied Investment Advisors's Oracle position peaked at $577K in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.