Catherine Avery Investment Management’s Oracle ORCL Stock Holding History

Catherine Avery Investment Management’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	$4.16M	Sell	28,378 -14,190	-33%	-$2.57M	1.82%	32
2026 Q1	$6.26M	Buy	42,568 +20,190	+90%	+$3.28M	2.8%	16
2025 Q4	$4.36M	Buy	22,378 +4,139	+23%	+$985K	2.61%	19
2025 Q3	$5.13M	Sell	18,239 -1,338	-7%	-$341K	3.3%	5
2025 Q2	$4.28M	Buy	19,577 +1,044	+6%	+$169K	3.25%	7
2025 Q1	$2.59M	Sell	18,533 -562	-3%	-$91.5K	2.32%	22
2024 Q4	$3.18M	Buy	+19,095	New	+$3.39M	2.81%	13

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

Catherine Avery Investment Management's ORCL Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Oracle (ORCL) stake by 33% in Q2 2026, selling an estimated $2.57M and leaving 28,378 shares worth $4.16M. The position accounts for 1.82% of the portfolio, ranked #32.

Catherine Avery Investment Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.26M in Q1 2026. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Catherine Avery Investment Management held 28,378 shares of Oracle worth $4.16M as of Q2 2026.
Catherine Avery Investment Management sold 14,190 Oracle shares in Q2 2026, an estimated $2.57M.
Oracle made up 1.82% of Catherine Avery Investment Management's portfolio in Q2 2026, its #32 holding.
Catherine Avery Investment Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Catherine Avery Investment Management's Oracle position peaked at $6.26M in Q1 2026.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.