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CBIZ Investment Advisory Services’s Oracle ORCL Stock Holding History

CBIZ Investment Advisory Services’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 		$105K Hold
711
– – ﹤0.01% 59
2026
Q1 		$105K Sell
711
-466
-40% -$75.7K ﹤0.01% 59
2025
Q4 		$229K Buy
1,177
+584
+98% +$139K 0.01% 51
2025
Q3 		$167K Buy
593
+28
+5% +$7.13K 0.01% 55
2025
Q2 		$123K Sell
565
-155
-22% -$25K 0.01% 63
2025
Q1 		$101K Buy
720
+119
+20% +$19.4K ﹤0.01% 78
2024
Q4 		$100K Buy
601
+20
+3% +$3.55K 0.01% 74
2024
Q3 		$99.1K Buy
581
+109
+23% +$15.8K 0.01% 72
2024
Q2 		$66.6K Hold
472
– – ﹤0.01% 93
2024
Q1 		$59.2K Buy
+472
New +$54K ﹤0.01% 91
2020
Q1 		– Hold
0
– – – 99

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

CBIZ Investment Advisory Services's ORCL Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Oracle (ORCL) position steady in Q2 2026 at 711 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

CBIZ Investment Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $229K in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CBIZ Investment Advisory Services held 711 shares of Oracle worth $105K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Oracle share count unchanged in Q2 2026.
  • Oracle made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #59 holding.
  • CBIZ Investment Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Oracle position peaked at $229K in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.