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Carson Advisory’s Oracle ORCL Stock Holding History

Carson Advisory’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 		$271K Buy
1,850
+17
+0.9% +$3.08K 0.12% 161
2026
Q1 		$270K Buy
1,833
+90
+5% +$14.6K 0.14% 148
2025
Q4 		$340K Buy
1,743
+957
+122% +$228K 0.18% 114
2025
Q3 		$221K Sell
786
-232
-23% -$59.1K 0.12% 163
2025
Q2 		$223K Sell
1,018
-455
-31% -$73.5K 0.14% 158
2025
Q1 		$206K Sell
1,473
-165
-10% -$26.9K 0.14% 155
2024
Q4 		$273K Sell
1,638
-30
-2% -$5.33K 0.19% 128
2024
Q3 		$284K Sell
1,668
-200
-11% -$29K 0.18% 133
2024
Q2 		$264K Sell
1,868
-107
-5% -$13.3K 0.19% 131
2024
Q1 		$248K Hold
1,975
– – 0.17% 135
2023
Q4 		$208K Buy
+1,975
New +$216K 0.16% 144
2023
Q1 		– Sell
-2,829
Closed -$231K – 155
2022
Q4 		$231K Buy
+2,829
New +$215K 0.22% 113

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

Carson Advisory's ORCL Position: Q2 2026 in Review

Carson Advisory increased its Oracle (ORCL) stake by 0.93% in Q2 2026, buying an estimated $3.08K and bringing the position to 1,850 shares worth $271K. The position accounts for 0.12% of the portfolio, ranked #161.

Carson Advisory first reported a position in ORCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $340K in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Carson Advisory held 1,850 shares of Oracle worth $271K as of Q2 2026.
  • Carson Advisory bought 17 Oracle shares in Q2 2026, an estimated $3.08K.
  • Oracle made up 0.12% of Carson Advisory's portfolio in Q2 2026, its #161 holding.
  • Carson Advisory first reported a position in Oracle in Q4 2022 and has held it in 12 quarters since.
  • Carson Advisory's Oracle position peaked at $340K in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.