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Allworth Financial’s Oracle ORCL Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 1177
2026
Q1 		– Hold
0
– – – 1106
2025
Q4 		– Hold
0
– – – 958

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

Allworth Financial's ORCL Position: Q2 2026 in Review

Allworth Financial reduced its Oracle (ORCL) stake by 1.5% in Q2 2026, selling an estimated $917K and leaving 330,446 shares worth $48.4M. The position accounts for 0.21% of the portfolio, ranked #75.

Allworth Financial first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $90.2M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Allworth Financial held 330,446 shares of Oracle worth $48.4M as of Q2 2026.
  • Allworth Financial sold 5,060 Oracle shares in Q2 2026, an estimated $917K.
  • Oracle made up 0.21% of Allworth Financial's portfolio in Q2 2026, its #75 holding.
  • Allworth Financial first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Allworth Financial's Oracle position peaked at $90.2M in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.