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Collier Financial’s Oracle ORCL Stock Holding History

Collier Financial’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 		$20.2K Buy
138
+1
+0.7% +$181 0.01% 102
2026
Q1 		$20.2K Buy
137
+1
+0.7% +$163 0.02% 102
2025
Q4 		$26.7K Sell
136
-1
-0.7% -$238 0.02% 97
2025
Q3 		$38.4K Buy
+137
New +$34.9K 0.03% 85
2025
Q1 		$19K Buy
136
+1
+0.7% +$163 0.02% 96
2024
Q4 		$22.6K Buy
+135
New +$24K 0.02% 86

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

Collier Financial's ORCL Position: Q2 2026 in Review

Collier Financial increased its Oracle (ORCL) stake by 0.73% in Q2 2026, buying an estimated $181 and bringing the position to 138 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #102.

Collier Financial first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.4K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Collier Financial held 138 shares of Oracle worth $20.2K as of Q2 2026.
  • Collier Financial bought 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.01% of Collier Financial's portfolio in Q2 2026, its #102 holding.
  • Collier Financial first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Collier Financial's Oracle position peaked at $38.4K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Collier Financial's 13F filing for Q2 2026, filed 30 Jul 2026.