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Clearstead Trust’s Oracle ORCL Stock Holding History

Clearstead Trust’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 		$200K Sell
1,367
-31
-2% -$5.62K 0.03% 189
2026
Q1 		$206K Buy
1,398
+46
+3% +$7.48K 0.03% 185
2025
Q4 		$264K Buy
1,352
+135
+11% +$32.1K 0.04% 162
2025
Q3 		$342K Sell
1,217
-663
-35% -$169K 0.06% 136
2025
Q2 		$411K Buy
1,880
+1,410
+300% +$228K 0.08% 120
2025
Q1 		$65.7K Buy
+470
New +$76.5K 0.01% 249
2024
Q4 		– Sell
-8
Closed -$1.36K – 436
2024
Q3 		$1.36K Buy
+8
New +$1.16K ﹤0.01% 397
2024
Q2 		– Sell
-268
Closed -$33.7K – 441
2024
Q1 		$33.7K Hold
268
– – 0.01% 272
2023
Q4 		$28.3K Sell
268
-125
-32% -$13.6K 0.01% 269
2023
Q3 		$41.6K Hold
393
– – 0.01% 231
2023
Q2 		$46.8K Hold
393
– – 0.02% 215
2023
Q1 		$36.5K Hold
393
– – 0.01% 229
2022
Q4 		$32K Hold
393
– – 0.01% 252
2022
Q3 		$24K Buy
+393
New +$28.8K 0.01% 247
2019
Q1 		– Sell
-202
Closed -$9K – 224
2018
Q4 		$9K Buy
+202
New +$9.68K 0.01% 190

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

Clearstead Trust's ORCL Position: Q2 2026 in Review

Clearstead Trust reduced its Oracle (ORCL) stake by 2.2% in Q2 2026, selling an estimated $5.62K and leaving 1,367 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #189.

Clearstead Trust first reported a position in ORCL in Q4 2018 and has held it in 15 quarters since. The position peaked at $411K in Q2 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Clearstead Trust held 1,367 shares of Oracle worth $200K as of Q2 2026.
  • Clearstead Trust sold 31 Oracle shares in Q2 2026, an estimated $5.62K.
  • Oracle made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #189 holding.
  • Clearstead Trust first reported a position in Oracle in Q4 2018 and has held it in 15 quarters since.
  • Clearstead Trust's Oracle position peaked at $411K in Q2 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.