Boit C.F. David’s Oracle ORCL Stock Holding History

Boit C.F. David’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	$1.44M	Hold	9,800	–	–	0.6%	40
2026 Q1	$1.44M	Hold	9,800	–	–	0.64%	34
2025 Q4	$1.95M	Hold	9,800	–	–	0.84%	29
2025 Q3	$2.76M	Hold	9,800	–	–	1.25%	25
2025 Q2	$2.14M	Hold	9,800	–	–	1.03%	28
2025 Q1	$1.37M	Hold	9,800	–	–	0.69%	33
2024 Q4	$1.63M	Hold	9,800	–	–	0.66%	32
2024 Q3	$1.64M	Hold	9,800	–	–	0.81%	32
2024 Q2	$1.38M	Hold	9,800	–	–	0.72%	33
2024 Q1	$1.12M	Hold	9,800	–	–	0.61%	37
2023 Q4	$1M	Hold	9,800	–	–	0.57%	41
2023 Q3	$1.05M	Hold	9,800	–	–	0.72%	33
2023 Q2	$1.17M	Hold	9,800	–	–	0.77%	33
2023 Q1	$939K	Hold	9,800	–	–	0.64%	36
2022 Q4	$801K	Hold	9,800	–	–	0.57%	36
2022 Q3	$598K	Buy	+9,800	New	+$717K	0.49%	40
2022 Q1	$811K	Hold	9,800	–	–	0.53%	39
2021 Q4	$855K	Hold	9,800	–	–	0.54%	39
2021 Q3	$879K	Hold	9,800	–	–	0.6%	42
2021 Q2	$763K	Buy	+9,800	New	+$767K	0.58%	42

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Boit C.F. David's ORCL Position: Q2 2026 in Review

Boit C.F. David held its Oracle (ORCL) position steady in Q2 2026 at 9,800 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #40.

Boit C.F. David first reported a position in ORCL in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.76M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Boit C.F. David held 9,800 shares of Oracle worth $1.44M as of Q2 2026.
Boit C.F. David left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.6% of Boit C.F. David's portfolio in Q2 2026, its #40 holding.
Boit C.F. David first reported a position in Oracle in Q2 2021 and has held it in 20 quarters since.
Boit C.F. David's Oracle position peaked at $2.76M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Boit C.F. David's 13F filing for Q2 2026, filed 30 Jul 2026.