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Aviso Wealth Management’s Oracle ORCL Stock Holding History

Aviso Wealth 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 		$1.12M Buy
7,634
+884
+13% +$160K 0.38% 55
2026
Q1 		$993K Buy
6,750
+519
+8% +$84.4K 0.45% 51
2025
Q4 		$1.21M Buy
6,231
+763
+14% +$182K 0.51% 47
2025
Q3 		$1.54M Sell
5,468
-49
-0.9% -$12.5K 0.67% 36
2025
Q2 		$1.21M Buy
5,517
+1,098
+25% +$177K 0.56% 44
2025
Q1 		$618K Buy
4,419
+64
+1% +$10.4K 0.33% 80
2024
Q4 		$726K Buy
4,355
+833
+24% +$148K 0.37% 71
2024
Q3 		$600K Buy
3,522
+147
+4% +$21.3K 0.33% 81
2024
Q2 		$476K Buy
3,375
+235
+7% +$29.2K 0.28% 81
2024
Q1 		$394K Buy
3,140
+464
+17% +$53.1K 0.25% 95
2023
Q4 		$282K Buy
+2,676
New +$292K 0.2% 110

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 Wealth Management's ORCL Position: Q2 2026 in Review

Aviso Wealth Management increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $160K and bringing the position to 7,634 shares worth $1.12M. The position accounts for 0.38% of the portfolio, ranked #55.

Aviso Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.54M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aviso Wealth Management held 7,634 shares of Oracle worth $1.12M as of Q2 2026.
  • Aviso Wealth Management bought 884 Oracle shares in Q2 2026, an estimated $160K.
  • Oracle made up 0.38% of Aviso Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Aviso Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Oracle position peaked at $1.54M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.