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Annis Gardner Whiting Capital Advisors’s Oracle ORCL Stock Holding History

Annis Gardner Whiting Capital 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 		$1.86M Sell
12,677
-606
-5% -$110K 0.28% 56
2026
Q1 		$1.95M Buy
13,283
+1,424
+12% +$231K 0.31% 51
2025
Q4 		$2.31M Buy
11,859
+221
+2% +$52.6K 0.44% 36
2025
Q3 		$3.27M Buy
11,638
+4,475
+62% +$1.14M 0.68% 19
2025
Q2 		$1.57M Buy
7,163
+766
+12% +$124K 0.54% 33
2025
Q1 		$894K Sell
6,397
-3,738
-37% -$609K 0.38% 60
2024
Q4 		$1.69M Buy
10,135
+236
+2% +$41.9K 0.47% 41
2024
Q3 		$1.69M Sell
9,899
-2,426
-20% -$351K 0.48% 36
2024
Q2 		$1.74M Buy
12,325
+1,484
+14% +$184K 0.49% 31
2024
Q1 		$1.36M Sell
10,841
-758
-7% -$86.8K 0.49% 29
2023
Q4 		$1.22M Buy
11,599
+745
+7% +$81.3K 0.54% 30
2023
Q3 		$1.15M Buy
+10,854
New +$1.26M 0.61% 26

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

Annis Gardner Whiting Capital Advisors's ORCL Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Oracle (ORCL) stake by 4.6% in Q2 2026, selling an estimated $110K and leaving 12,677 shares worth $1.86M. The position accounts for 0.28% of the portfolio, ranked #56.

Annis Gardner Whiting Capital Advisors first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.27M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 12,677 shares of Oracle worth $1.86M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors sold 606 Oracle shares in Q2 2026, an estimated $110K.
  • Oracle made up 0.28% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
  • Annis Gardner Whiting Capital Advisors's Oracle position peaked at $3.27M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.