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AXS Investments’s Oracle ORCL Stock Holding History

AXS Investments’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 		$2.32M Sell
15,849
-6,442
-29% -$1.17M 0.66% 21
2026
Q1 		$3.28M Sell
22,291
-205
-0.9% -$33.3K 1.32% 17
2025
Q4 		$4.38M Buy
22,496
+1,475
+7% +$351K 1.51% 11
2025
Q3 		$5.91M Sell
21,021
-2,478
-11% -$631K 1.86% 9
2025
Q2 		$5.14M Sell
23,499
-6,706
-22% -$1.08M 2.11% 11
2025
Q1 		$4.22M Sell
30,205
-709
-2% -$115K 1.17% 17
2024
Q4 		$5.15M Sell
30,914
-661
-2% -$117K 1.43% 11
2024
Q3 		$5.38M Sell
31,575
-7,226
-19% -$1.05M 1.43% 8
2024
Q2 		$5.48M Sell
38,801
-8,923
-19% -$1.11M 1.53% 10
2024
Q1 		$5.99M Buy
47,724
+2,080
+5% +$238K 1.44% 10
2023
Q4 		$4.81M Sell
45,644
-7,299
-14% -$797K 1.15% 12
2023
Q3 		$5.61M Buy
52,943
+6,574
+14% +$761K 1.45% 9
2023
Q2 		$5.52M Sell
46,369
-3,661
-7% -$379K 1.47% 11
2023
Q1 		$4.65M Sell
50,030
-5,131
-9% -$450K 1.54% 11
2022
Q4 		$4.51M Sell
55,161
-7,535
-12% -$573K 1.61% 11
2022
Q3 		$3.83M Sell
62,696
-3,420
-5% -$250K 1.49% 17
2022
Q2 		$4.62M Sell
66,116
-8,541
-11% -$625K 1.64% 13
2022
Q1 		$6.18M Sell
74,657
-10,355
-12% -$839K 2.46% 12
2021
Q4 		$7.41M Buy
+85,012
New +$7.98M 1.75% 14
2021
Q3 		– Sell
-90,699
Closed -$7.06M – 185
2021
Q2 		$7.06M Sell
90,699
-40,744
-31% -$3.19M 2.15% 11
2021
Q1 		$9.22M Buy
+131,443
New +$8.51M 3.28% 2

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

AXS Investments's ORCL Position: Q2 2026 in Review

AXS Investments reduced its Oracle (ORCL) stake by 29% in Q2 2026, selling an estimated $1.17M and leaving 15,849 shares worth $2.32M. The position accounts for 0.66% of the portfolio, ranked #21.

AXS Investments first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.22M in Q1 2021. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • AXS Investments held 15,849 shares of Oracle worth $2.32M as of Q2 2026.
  • AXS Investments sold 6,442 Oracle shares in Q2 2026, an estimated $1.17M.
  • Oracle made up 0.66% of AXS Investments's portfolio in Q2 2026, its #21 holding.
  • AXS Investments first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Oracle position peaked at $9.22M in Q1 2021.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.