Alpha Family Trust’s Oracle ORCL Stock Holding History

Alpha Family Trust’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	$692K	Buy	4,720 +680	+17%	+$123K	0.28%	58
2026 Q1	$594K	Hold	4,040	–	–	0.29%	58
2025 Q4	$787K	Hold	4,040	–	–	0.36%	49
2025 Q3	$1.14M	Hold	4,040	–	–	0.53%	31
2025 Q2	$883K	Buy	4,040 +1,240	+44%	+$200K	0.44%	42
2025 Q1	$391K	Hold	2,800	–	–	0.23%	83
2024 Q4	$467K	Hold	2,800	–	–	0.26%	60
2024 Q3	$477K	Hold	2,800	–	–	0.27%	66
2024 Q2	$395K	Hold	2,800	–	–	0.23%	73
2024 Q1	$352K	Hold	2,800	–	–	0.21%	87
2023 Q4	$295K	Hold	2,800	–	–	0.2%	96
2023 Q3	$297K	Hold	2,800	–	–	0.23%	84
2023 Q2	$333K	Hold	2,800	–	–	0.23%	71
2023 Q1	$260K	Buy	2,800 +200	+8%	+$17.5K	0.21%	93
2022 Q4	$213K	Buy	+2,600	New	+$198K	0.19%	108

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

Alpha Family Trust's ORCL Position: Q2 2026 in Review

Alpha Family Trust increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $123K and bringing the position to 4,720 shares worth $692K. The position accounts for 0.28% of the portfolio, ranked #58.

Alpha Family Trust first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.14M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Alpha Family Trust held 4,720 shares of Oracle worth $692K as of Q2 2026.
Alpha Family Trust bought 680 Oracle shares in Q2 2026, an estimated $123K.
Oracle made up 0.28% of Alpha Family Trust's portfolio in Q2 2026, its #58 holding.
Alpha Family Trust first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Alpha Family Trust's Oracle position peaked at $1.14M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.