BIA
ORCL icon

Bell Investment Advisors’s Oracle ORCL Stock Holding History

Bell Investment Advisors’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 		$108K Buy
736
+133
+22% +$24.1K 0.02% 179
2026
Q1 		$88.7K Sell
603
-547
-48% -$88.9K 0.01% 182
2025
Q4 		$224K Buy
1,150
+2
+0.2% +$476 0.04% 116
2025
Q3 		$323K Sell
1,148
-31
-3% -$7.89K 0.05% 97
2025
Q2 		$258K Buy
1,179
+59
+5% +$9.53K 0.04% 104
2025
Q1 		$157K Buy
1,120
+24
+2% +$3.91K 0.03% 114
2024
Q4 		$183K Buy
1,096
+1
+0.1% +$178 0.03% 112
2024
Q3 		$187K Buy
1,095
+8
+0.7% +$1.16K 0.03% 108
2024
Q2 		$153K Buy
1,087
+11
+1% +$1.37K 0.03% 115
2024
Q1 		$135K Buy
1,076
+40
+4% +$4.58K 0.03% 123
2023
Q4 		$109K Sell
1,036
-36
-3% -$3.93K 0.02% 125
2023
Q3 		$114K Sell
1,072
-36
-3% -$4.17K 0.03% 111
2023
Q2 		$132K Buy
1,108
+26
+2% +$2.69K 0.03% 97
2023
Q1 		$101K Sell
1,082
-25
-2% -$2.19K 0.02% 99
2022
Q4 		$90.5K Buy
1,107
+60
+6% +$4.56K 0.02% 111
2022
Q3 		$64K Buy
1,047
+157
+18% +$11.5K 0.02% 111
2022
Q2 		$62K Buy
+890
New +$65.2K 0.02% 117
2021
Q4 		$92K Buy
1,052
+53
+5% +$4.98K 0.03% 107
2021
Q3 		$87K Buy
+999
New +$88.2K 0.03% 101

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

Bell Investment Advisors's ORCL Position: Q2 2026 in Review

Bell Investment Advisors increased its Oracle (ORCL) stake by 22% in Q2 2026, buying an estimated $24.1K and bringing the position to 736 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #179.

Bell Investment Advisors first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $323K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bell Investment Advisors held 736 shares of Oracle worth $108K as of Q2 2026.
  • Bell Investment Advisors bought 133 Oracle shares in Q2 2026, an estimated $24.1K.
  • Oracle made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Bell Investment Advisors first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Oracle position peaked at $323K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.