CIC
ORCL icon

Concord Investment Counsel’s Oracle ORCL Stock Holding History

Concord Investment Counsel’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 		$193K Hold
1,318
– – 0.05% 42
2026
Q1 		$194K Sell
1,318
-75
-5% -$12.2K 0.07% 36
2025
Q4 		$272K Sell
1,393
-450
-24% -$107K 0.09% 33
2025
Q3 		$518K Buy
+1,843
New +$469K 0.16% 32
2024
Q1 		$478K Buy
+3,805
New +$436K 0.17% 39

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

Concord Investment Counsel's ORCL Position: Q2 2026 in Review

Concord Investment Counsel held its Oracle (ORCL) position steady in Q2 2026 at 1,318 shares worth $193K. The position accounts for 0.05% of the portfolio, ranked #42.

Concord Investment Counsel first reported a position in ORCL in Q1 2024 and has held it in 5 quarters since. The position peaked at $518K in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Concord Investment Counsel held 1,318 shares of Oracle worth $193K as of Q2 2026.
  • Concord Investment Counsel left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of Concord Investment Counsel's portfolio in Q2 2026, its #42 holding.
  • Concord Investment Counsel first reported a position in Oracle in Q1 2024 and has held it in 5 quarters since.
  • Concord Investment Counsel's Oracle position peaked at $518K in Q3 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Concord Investment Counsel's 13F filing for Q2 2026, filed 12 Aug 2026.