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
2019 Q1	–	Sell	-1,000	Closed	-$1K	–	703
2018 Q4	$1K	Buy	+1,000	New	+$47.9K	﹤0.01%	1042

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

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.