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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 		$308K Hold
2,100
– – ﹤0.01% 1391
2026
Q1 		$309K Buy
+2,100
New +$341K 0.01% 1346

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.