Clear Investment Research’s Oracle ORCL Stock Holding History

Clear Investment Research’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	-391	Closed	-$57.5K	–	165
2026 Q1	$57.5K	Buy	+391	New	+$63.6K	0.09%	103
2025 Q4	–	Sell	-294	Closed	-$82.7K	–	174
2025 Q3	$82.7K	Hold	294	–	–	0.11%	96
2025 Q2	$64.3K	Hold	294	–	–	0.08%	101
2025 Q1	$41.1K	Hold	294	–	–	0.05%	116
2024 Q4	$49K	Hold	294	–	–	0.06%	106
2024 Q3	$50.1K	Hold	294	–	–	0.07%	105
2024 Q2	$41.5K	Hold	294	–	–	0.05%	107
2024 Q1	$36.9K	Sell	294 -60	-17%	-$6.87K	0.05%	117
2023 Q4	$37.3K	Buy	354 +60	+20%	+$6.55K	0.05%	123
2023 Q3	$31.1K	Hold	294	–	–	0.05%	104
2023 Q2	$35K	Sell	294 -6	-2%	-$620	0.06%	100
2023 Q1	$27.9K	Hold	300	–	–	0.05%	101
2022 Q4	$25K	Buy	+300	New	+$22.8K	0.05%	98
2019 Q4	–	Sell	-23	Closed	-$1K	–	298
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	187
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	185
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	181
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	171
2018 Q3	$1K	Buy	+23	New	+$1.12K	﹤0.01%	180

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 $3.38T AUM 44.17% 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

Clear Investment Research's ORCL Position: Q2 2026 in Review

Clear Investment Research sold out of Oracle (ORCL) in Q2 2026, closing a stake of 391 shares — an estimated $57.5K sold.

Clear Investment Research first reported a position in ORCL in Q3 2018 and held it in 18 quarters. The position peaked at $82.7K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Clear Investment Research reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 391 Oracle shares in Q2 2026, an estimated $57.5K.
Clear Investment Research first reported a position in Oracle in Q3 2018 and held it in 18 quarters.
Clear Investment Research's Oracle position peaked at $82.7K in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.