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Avion Wealth’s Oracle ORCL Stock Holding History

Avion Wealth’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 		$51K Buy
351
+130
+59% +$23.6K 0.01% 244
2026
Q1 		$32K Sell
221
-1
-0.5% -$163 0.01% 259
2025
Q4 		$43K Sell
222
-38
-15% -$9.05K 0.01% 221
2025
Q3 		$73K Buy
260
+37
+17% +$9.42K 0.02% 182
2025
Q2 		$48K Buy
223
+12
+6% +$1.94K 0.01% 209
2025
Q1 		$35K Hold
211
– – 0.01% 230
2024
Q4 		$35K Buy
211
+59
+39% +$10.5K 0.01% 229
2024
Q3 		$25K Buy
152
+26
+21% +$3.77K 0.01% 235
2024
Q2 		$17K Buy
126
+23
+22% +$2.86K ﹤0.01% 251
2024
Q1 		$13K Buy
103
+7
+7% +$801 ﹤0.01% 275
2023
Q4 		$10K Sell
96
-4
-4% -$437 ﹤0.01% 285
2023
Q3 		$10K Buy
100
+36
+56% +$4.17K ﹤0.01% 275
2023
Q2 		$7K Buy
64
+49
+327% +$5.07K ﹤0.01% 324
2023
Q1 		$1K Buy
+15
New +$1.31K ﹤0.01% 470
2022
Q3 		– Sell
-32
Closed -$2K – 556
2022
Q2 		$2K Buy
+32
New +$2.34K ﹤0.01% 404
2022
Q1 		– Sell
-14
Closed -$1K – 423
2021
Q4 		$1K Hold
14
– – ﹤0.01% 382
2021
Q3 		$1K Hold
14
– – ﹤0.01% 362
2021
Q2 		$1K Buy
+14
New +$1.1K ﹤0.01% 349
2020
Q4 		– Sell
-37
Closed -$2K – 369
2020
Q3 		$2K Hold
37
– – ﹤0.01% 275
2020
Q2 		$2K Hold
37
– – ﹤0.01% 249
2020
Q1 		$2K Buy
+37
New +$1.91K ﹤0.01% 269

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 $3.38T AUM 44.17% 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

Avion Wealth's ORCL Position: Q2 2026 in Review

Avion Wealth increased its Oracle (ORCL) stake by 59% in Q2 2026, buying an estimated $23.6K and bringing the position to 351 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #244.

Avion Wealth first reported a position in ORCL in Q1 2020 and has held it in 21 quarters since. The position peaked at $73K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Avion Wealth held 351 shares of Oracle worth $51K as of Q2 2026.
  • Avion Wealth bought 130 Oracle shares in Q2 2026, an estimated $23.6K.
  • Oracle made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #244 holding.
  • Avion Wealth first reported a position in Oracle in Q1 2020 and has held it in 21 quarters since.
  • Avion Wealth's Oracle position peaked at $73K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.