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Caerus Investment Advisors’s Oracle ORCL Stock Holding History

Caerus 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 		$378K Buy
+2,576
New +$467K 0.13% 151
2026
Q1 		– Sell
-3,172
Closed -$618K – 350
2025
Q4 		$618K Buy
3,172
+1,244
+65% +$296K 0.2% 114
2025
Q3 		$542K Buy
+1,928
New +$491K 0.22% 104

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

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

Caerus Investment Advisors opened a new position in Oracle (ORCL) in Q2 2026: 2,576 shares worth $378K. The stake represents 0.13% of the portfolio and ranks #151 among its holdings. This is a return to the name: Caerus Investment Advisors previously reported a position in ORCL as recently as Q4 2025.

Caerus Investment Advisors first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $618K in Q4 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Caerus Investment Advisors held 2,576 shares of Oracle worth $378K as of Q2 2026.
  • Oracle was a new Caerus Investment Advisors position in Q2 2026.
  • Oracle made up 0.13% of Caerus Investment Advisors's portfolio in Q2 2026, its #151 holding.
  • Caerus Investment Advisors first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's Oracle position peaked at $618K in Q4 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.