Clifford Group’s Oracle ORCL Stock Holding History

Clifford Group’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	$328K	Buy	2,235 +12	+0.5%	+$2.17K	0.23%	59
2026 Q1	$327K	Buy	2,223 +36	+2%	+$5.85K	0.25%	54
2025 Q4	$426K	Hold	2,187	–	–	0.33%	45
2025 Q3	$615K	Hold	2,187	–	–	0.48%	30
2025 Q2	$478K	Hold	2,187	–	–	0.39%	39
2025 Q1	$306K	Sell	2,187 -2	-0.1%	-$326	0.29%	53
2024 Q4	$365K	Hold	2,189	–	–	0.28%	51
2024 Q3	$373K	Buy	2,189 +2	+0.1%	+$290	0.29%	54
2024 Q2	$309K	Hold	2,187	–	–	0.25%	58
2024 Q1	$275K	Hold	2,187	–	–	0.23%	64
2023 Q4	$231K	Hold	2,187	–	–	0.21%	69
2023 Q3	$232K	Hold	2,187	–	–	0.25%	66
2023 Q2	$260K	Hold	2,187	–	–	0.28%	61
2023 Q1	$203K	Buy	+2,187	New	+$192K	0.25%	65

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

Clifford Group's ORCL Position: Q2 2026 in Review

Clifford Group increased its Oracle (ORCL) stake by 0.54% in Q2 2026, buying an estimated $2.17K and bringing the position to 2,235 shares worth $328K. The position accounts for 0.23% of the portfolio, ranked #59.

Clifford Group first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $615K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Clifford Group held 2,235 shares of Oracle worth $328K as of Q2 2026.
Clifford Group bought 12 Oracle shares in Q2 2026, an estimated $2.17K.
Oracle made up 0.23% of Clifford Group's portfolio in Q2 2026, its #59 holding.
Clifford Group first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
Clifford Group's Oracle position peaked at $615K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.