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Cladis Investment Advisory’s Oracle ORCL Stock Holding History

Cladis Investment 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 		$2.62M Buy
17,897
+5,117
+40% +$927K 1.23% 17
2026
Q1 		$1.88M Buy
12,780
+6,206
+94% +$1.01M 1.03% 24
2025
Q4 		$1.28M Buy
+6,574
New +$1.57M 0.7% 48
2024
Q4 		– Sell
-1,178
Closed -$201K – 138
2024
Q3 		$201K Buy
+1,178
New +$171K 0.14% 127

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

Cladis Investment Advisory's ORCL Position: Q2 2026 in Review

Cladis Investment Advisory increased its Oracle (ORCL) stake by 40% in Q2 2026, buying an estimated $927K and bringing the position to 17,897 shares worth $2.62M. The position accounts for 1.23% of the portfolio, ranked #17.

Cladis Investment Advisory first reported a position in ORCL in Q3 2024 and has held it in 4 quarters since. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cladis Investment Advisory held 17,897 shares of Oracle worth $2.62M as of Q2 2026.
  • Cladis Investment Advisory bought 5,117 Oracle shares in Q2 2026, an estimated $927K.
  • Oracle made up 1.23% of Cladis Investment Advisory's portfolio in Q2 2026, its #17 holding.
  • Cladis Investment Advisory first reported a position in Oracle in Q3 2024 and has held it in 4 quarters since.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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