Corient Private Wealth
ORCL icon

Corient Private Wealth’s Oracle ORCL Stock Holding History

Corient Private Wealth’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 		$188M Buy
1,282,773
+85,347
+7% +$15.5M 0.26% 70
2026
Q1 		$179M Sell
1,197,426
-11,307
-0.9% -$1.84M 0.26% 78
2025
Q4 		$236M Buy
1,208,733
+254,437
+27% +$60.6M 0.32% 63
2025
Q3 		$267M Sell
954,296
-145,108
-13% -$37M 0.42% 45
2025
Q2 		$240M Sell
1,099,404
-44,792
-4% -$7.23M 0.32% 56
2025
Q1 		$160M Buy
1,144,196
+92,172
+9% +$15M 0.26% 84
2024
Q4 		$173M Sell
1,052,024
-184,479
-15% -$32.8M 0.29% 75
2024
Q3 		$211M Buy
1,236,503
+177,963
+17% +$25.8M 0.33% 59
2024
Q2 		$149M Sell
1,058,540
-30,941
-3% -$3.84M 0.26% 83
2024
Q1 		$137M Sell
1,089,481
-129,321
-11% -$14.8M 0.24% 95
2023
Q4 		$128M Sell
1,218,802
-102,819
-8% -$11.2M 0.24% 98
2023
Q3 		$140M Buy
1,321,621
+33,356
+3% +$3.86M 0.32% 69
2023
Q2 		$153M Buy
1,288,265
+130,853
+11% +$13.5M 0.35% 64
2023
Q1 		$108M Buy
1,157,412
+356,166
+44% +$31.2M 0.29% 87
2022
Q4 		$65.5M Buy
+801,246
New +$60.9M 0.24% 109

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

Corient Private Wealth's ORCL Position: Q2 2026 in Review

Corient Private Wealth increased its Oracle (ORCL) stake by 7.1% in Q2 2026, buying an estimated $15.5M and bringing the position to 1,282,773 shares worth $188M. The position accounts for 0.26% of the portfolio, ranked #70.

Corient Private Wealth first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $267M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Corient Private Wealth held 1,282,773 shares of Oracle worth $188M as of Q2 2026.
  • Corient Private Wealth bought 85,347 Oracle shares in Q2 2026, an estimated $15.5M.
  • Oracle made up 0.26% of Corient Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Corient Private Wealth first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Oracle position peaked at $267M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.