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Claro Advisors’s Oracle ORCL Stock Holding History

Claro Advisors’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 		$1.72M Buy
11,732
+775
+7% +$140K 0.18% 94
2026
Q1 		$1.61M Sell
10,957
-468
-4% -$76.1K 0.19% 93
2025
Q4 		$2.23M Buy
11,425
+1,920
+20% +$457K 0.3% 68
2025
Q3 		$2.67M Sell
9,505
-638
-6% -$162K 0.39% 54
2025
Q2 		$2.22M Sell
10,143
-6,932
-41% -$1.12M 0.37% 59
2025
Q1 		$2.39M Buy
17,075
+2,138
+14% +$348K 0.32% 59
2024
Q4 		$2.49M Sell
14,937
-6,542
-30% -$1.16M 0.34% 53
2024
Q3 		$3.66M Buy
21,479
+4,244
+25% +$615K 0.47% 42
2024
Q2 		$2.43M Buy
17,235
+426
+3% +$52.9K 0.38% 50
2024
Q1 		$2.11M Buy
16,809
+1,275
+8% +$146K 0.37% 50
2023
Q4 		$1.64M Buy
15,534
+47
+0.3% +$5.13K 0.35% 51
2023
Q3 		$1.64M Buy
15,487
+1,714
+12% +$198K 0.41% 50
2023
Q2 		$1.64M Sell
13,773
-551
-4% -$57K 0.41% 48
2023
Q1 		$1.33M Buy
14,324
+1,232
+9% +$108K 0.39% 57
2022
Q4 		$1.07M Buy
13,092
+4,955
+61% +$377K 0.35% 73
2022
Q3 		$569K Hold
8,137
– – 0.23% 114
2022
Q2 		$569K Buy
8,137
+2,873
+55% +$210K 0.23% 114
2022
Q1 		$459K Hold
5,264
– – 0.17% 148
2021
Q4 		$459K Sell
5,264
-94
-2% -$8.83K 0.17% 148
2021
Q3 		$467K Buy
5,358
+334
+7% +$29.5K 0.2% 139
2021
Q2 		$391K Buy
5,024
+124
+3% +$9.71K 0.18% 148
2021
Q1 		$344K Buy
4,900
+659
+16% +$42.7K 0.17% 145
2020
Q4 		$274K Sell
4,241
-407
-9% -$24.2K 0.15% 162
2020
Q3 		$277K Buy
4,648
+345
+8% +$19.6K 0.18% 148
2020
Q2 		$238K Buy
+4,303
New +$228K 0.16% 156
2019
Q1 		– Sell
-3,215
Closed -$166K – 704
2018
Q4 		$166K Buy
+3,215
New +$154K 0.13% 154

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

Claro Advisors's ORCL Position: Q2 2026 in Review

Claro Advisors increased its Oracle (ORCL) stake by 7.1% in Q2 2026, buying an estimated $140K and bringing the position to 11,732 shares worth $1.72M. The position accounts for 0.18% of the portfolio, ranked #94.

Claro Advisors first reported a position in ORCL in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.66M in Q3 2024. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Claro Advisors held 11,732 shares of Oracle worth $1.72M as of Q2 2026.
  • Claro Advisors bought 775 Oracle shares in Q2 2026, an estimated $140K.
  • Oracle made up 0.18% of Claro Advisors's portfolio in Q2 2026, its #94 holding.
  • Claro Advisors first reported a position in Oracle in Q4 2018 and has held it in 26 quarters since.
  • Claro Advisors's Oracle position peaked at $3.66M in Q3 2024.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.