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ORCL icon

Aviso Financial’s Oracle ORCL Stock Holding History

Aviso Financial’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 		$3.04M Buy
20,766
+179
+0.9% +$32.4K 0.11% 87
2026
Q1 		$3.03M Buy
20,587
+2,422
+13% +$394K 0.11% 88
2025
Q4 		$3.54M Buy
18,165
+12,589
+226% +$3M 0.13% 80
2025
Q3 		$1.57M Sell
5,576
-4,298
-44% -$1.09M 0.06% 118
2025
Q2 		$2.16M Buy
9,874
+1,985
+25% +$321K 0.1% 102
2025
Q1 		$1.1M Sell
7,889
-442
-5% -$72K 0.05% 139
2024
Q4 		$1.39M Sell
8,331
-898
-10% -$160K 0.07% 122
2024
Q3 		$1.57M Sell
9,229
-487
-5% -$70.5K 0.08% 107
2024
Q2 		$1.37M Buy
+9,716
New +$1.21M 0.08% 106

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

Aviso Financial's ORCL Position: Q2 2026 in Review

Aviso Financial increased its Oracle (ORCL) stake by 0.87% in Q2 2026, buying an estimated $32.4K and bringing the position to 20,766 shares worth $3.04M. The position accounts for 0.11% of the portfolio, ranked #87.

Aviso Financial first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aviso Financial held 20,766 shares of Oracle worth $3.04M as of Q2 2026.
  • Aviso Financial bought 179 Oracle shares in Q2 2026, an estimated $32.4K.
  • Oracle made up 0.11% of Aviso Financial's portfolio in Q2 2026, its #87 holding.
  • Aviso Financial first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Oracle position peaked at $3.54M in Q4 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.