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Aspen Grove Capital’s Oracle ORCL Stock Holding History

Aspen Grove Capital’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 		$312K Buy
2,129
+19
+0.9% +$3.44K 0.04% 158
2026
Q1 		$310K Buy
2,110
+1
+0% +$163 0.06% 136
2025
Q4 		$411K Buy
2,109
+13
+0.6% +$3.1K 0.07% 109
2025
Q3 		$589K Sell
2,096
-818
-28% -$208K 0.1% 90
2025
Q2 		$637K Buy
2,914
+754
+35% +$122K 0.11% 90
2025
Q1 		$302K Sell
2,160
-77
-3% -$12.5K 0.06% 159
2024
Q4 		$373K Sell
2,237
-107
-5% -$19K 0.08% 126
2024
Q3 		$399K Sell
2,344
-258
-10% -$37.4K 0.09% 122
2024
Q2 		$367K Sell
2,602
-116
-4% -$14.4K 0.09% 128
2024
Q1 		$341K Sell
2,718
-67
-2% -$7.67K 0.1% 127
2023
Q4 		$285K Buy
2,785
+47
+2% +$5.13K 0.09% 129
2023
Q3 		$290K Sell
2,738
-1,251
-31% -$145K 0.11% 123
2023
Q2 		$475K Buy
3,989
+553
+16% +$57.2K 0.15% 116
2023
Q1 		$319K Buy
3,436
+664
+24% +$58.2K 0.14% 109
2022
Q4 		$227K Buy
+2,772
New +$211K 0.1% 135

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

Aspen Grove Capital's ORCL Position: Q2 2026 in Review

Aspen Grove Capital increased its Oracle (ORCL) stake by 0.9% in Q2 2026, buying an estimated $3.44K and bringing the position to 2,129 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #158.

Aspen Grove Capital first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $637K in Q2 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aspen Grove Capital held 2,129 shares of Oracle worth $312K as of Q2 2026.
  • Aspen Grove Capital bought 19 Oracle shares in Q2 2026, an estimated $3.44K.
  • Oracle made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #158 holding.
  • Aspen Grove Capital first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Aspen Grove Capital's Oracle position peaked at $637K in Q2 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.