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Athena Investment Management’s Oracle ORCL Stock Holding History

Athena Investment Management’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 		$297K Sell
2,028
-213
-10% -$38.6K 0.18% 104
2026
Q1 		$330K Hold
2,241
– – 0.17% 114
2025
Q4 		$437K Hold
2,241
– – 0.22% 100
2025
Q3 		$630K Sell
2,241
-78
-3% -$19.9K 0.33% 76
2025
Q2 		$507K Hold
2,319
– – 0.28% 86
2025
Q1 		$324K Sell
2,319
-19
-0.8% -$3.09K 0.2% 109
2024
Q4 		$390K Sell
2,338
-151
-6% -$26.8K 0.23% 102
2024
Q3 		$424K Sell
2,489
-100
-4% -$14.5K 0.24% 98
2024
Q2 		$366K Sell
2,589
-92
-3% -$11.4K 0.22% 107
2024
Q1 		$337K Hold
2,681
– – 0.2% 109
2023
Q4 		$283K Buy
2,681
+8
+0.3% +$873 0.18% 116
2023
Q3 		$283K Hold
2,673
– – 0.2% 110
2023
Q2 		$318K Sell
2,673
-175
-6% -$18.1K 0.22% 105
2023
Q1 		$265K Buy
2,848
+154
+6% +$13.5K 0.19% 115
2022
Q4 		$220K Buy
+2,694
New +$205K 0.16% 128
2022
Q2 		– Sell
-2,435
Closed -$200K – 136
2022
Q1 		$200K Buy
+2,435
New +$197K 0.16% 116

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

Athena Investment Management's ORCL Position: Q2 2026 in Review

Athena Investment Management reduced its Oracle (ORCL) stake by 9.5% in Q2 2026, selling an estimated $38.6K and leaving 2,028 shares worth $297K. The position accounts for 0.18% of the portfolio, ranked #104.

Athena Investment Management first reported a position in ORCL in Q1 2022 and has held it in 16 quarters since. The position peaked at $630K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Athena Investment Management held 2,028 shares of Oracle worth $297K as of Q2 2026.
  • Athena Investment Management sold 213 Oracle shares in Q2 2026, an estimated $38.6K.
  • Oracle made up 0.18% of Athena Investment Management's portfolio in Q2 2026, its #104 holding.
  • Athena Investment Management first reported a position in Oracle in Q1 2022 and has held it in 16 quarters since.
  • Athena Investment Management's Oracle position peaked at $630K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.