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Arkadios Wealth Advisors’s Oracle ORCL Stock Holding History

Arkadios Wealth 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 		$8.32M Buy
56,791
+6,642
+13% +$1.2M 0.13% 180
2026
Q1 		$7.38M Buy
50,149
+7,698
+18% +$1.25M 0.12% 201
2025
Q4 		$8.27M Buy
42,451
+2,852
+7% +$679K 0.16% 145
2025
Q3 		$11.1M Sell
39,599
-333
-0.8% -$84.8K 0.27% 73
2025
Q2 		$8.73M Buy
39,932
+4,357
+12% +$704K 0.26% 74
2025
Q1 		$4.97M Buy
35,575
+18,007
+102% +$2.93M 0.19% 122
2024
Q4 		$2.93M Sell
17,568
-3,248
-16% -$577K 0.16% 135
2024
Q3 		$3.55M Buy
20,816
+8,234
+65% +$1.19M 0.2% 110
2024
Q2 		$1.78M Buy
12,582
+4,488
+55% +$557K 0.12% 182
2024
Q1 		$1.02M Buy
8,094
+290
+4% +$33.2K 0.08% 231
2023
Q4 		$823K Buy
7,804
+1,687
+28% +$184K 0.07% 262
2023
Q3 		$648K Buy
6,117
+319
+6% +$36.9K 0.06% 280
2023
Q2 		$691K Buy
5,798
+252
+5% +$26.1K 0.08% 244
2023
Q1 		$515K Hold
5,546
– – 0.06% 296
2022
Q4 		$453K Buy
5,546
+328
+6% +$24.9K 0.06% 304
2022
Q3 		$319K Buy
5,218
+419
+9% +$30.7K 0.05% 363
2022
Q2 		$335K Sell
4,799
-419
-8% -$30.7K 0.05% 369
2022
Q1 		$432K Buy
5,218
+495
+10% +$40.1K 0.06% 345
2021
Q4 		$412K Buy
4,723
+199
+4% +$18.7K 0.05% 372
2021
Q3 		$394K Sell
4,524
-2,186
-33% -$193K 0.06% 343
2021
Q2 		$522K Buy
6,710
+2,244
+50% +$176K 0.06% 323
2021
Q1 		$313K Buy
4,466
+1,245
+39% +$80.6K 0.05% 336
2020
Q4 		$208K Buy
3,221
+2,168
+206% +$129K 0.04% 318
2020
Q3 		$63.5K Sell
1,053
-471
-31% -$26.8K 0.03% 364
2020
Q2 		$87.2K Sell
1,524
-178
-10% -$9.43K 0.05% 278
2020
Q1 		$82.3K Buy
1,702
+175
+11% +$9.03K 0.05% 261
2019
Q4 		$84.5K Buy
+1,527
New +$84.1K 0.05% 253

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

Arkadios Wealth Advisors's ORCL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $1.2M and bringing the position to 56,791 shares worth $8.32M. The position accounts for 0.13% of the portfolio, ranked #180.

Arkadios Wealth Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Arkadios Wealth Advisors held 56,791 shares of Oracle worth $8.32M as of Q2 2026.
  • Arkadios Wealth Advisors bought 6,642 Oracle shares in Q2 2026, an estimated $1.2M.
  • Oracle made up 0.13% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Arkadios Wealth Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Oracle position peaked at $11.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.