Cerity Partners
ORCL icon

Cerity Partners’s Oracle ORCL Stock Holding History

Cerity Partners’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 		– Sell
-1,500
Closed -$221K – 3525
2026
Q1 		$221K Buy
+1,500
New +$244K ﹤0.01% 2820

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

Cerity Partners's ORCL Position: Q2 2026 in Review

Cerity Partners increased its Oracle (ORCL) stake by 4.4% in Q2 2026, buying an estimated $9.31M and bringing the position to 1,223,064 shares worth $179M. The position accounts for 0.22% of the portfolio, ranked #97.

Cerity Partners first reported a position in ORCL in Q1 2017 and has held it in 37 quarters since. The position peaked at $300M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cerity Partners held 1,223,064 shares of Oracle worth $179M as of Q2 2026.
  • Cerity Partners bought 51,374 Oracle shares in Q2 2026, an estimated $9.31M.
  • Oracle made up 0.22% of Cerity Partners's portfolio in Q2 2026, its #97 holding.
  • Cerity Partners first reported a position in Oracle in Q1 2017 and has held it in 37 quarters since.
  • Cerity Partners's Oracle position peaked at $300M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.