C
ORCL icon

Covestor’s Oracle ORCL Stock Holding History

Covestor’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 		$140K Buy
958
+50
+6% +$9.06K 0.08% 213
2026
Q1 		$134K Sell
908
-185
-17% -$30.1K 0.09% 181
2025
Q4 		$213K Sell
1,093
-66
-6% -$15.7K 0.11% 191
2025
Q3 		$326K Buy
1,159
+114
+11% +$29K 0.18% 66
2025
Q2 		$228K Sell
1,045
-114
-10% -$18.4K 0.13% 136
2025
Q1 		$162K Sell
1,159
-31
-3% -$5.05K 0.11% 222
2024
Q4 		$198K Sell
1,190
-38
-3% -$6.75K 0.12% 178
2024
Q3 		$209K Sell
1,228
-127
-9% -$18.4K 0.13% 153
2024
Q2 		$191K Buy
1,355
+26
+2% +$3.23K 0.12% 173
2024
Q1 		$167K Buy
1,329
+347
+35% +$39.7K 0.11% 232
2023
Q4 		$104K Buy
982
+148
+18% +$16.2K 0.07% 472
2023
Q3 		$89K Sell
834
-215
-20% -$24.9K 0.07% 490
2023
Q2 		$125K Sell
1,049
-107
-9% -$11.1K 0.1% 319
2023
Q1 		$107K Sell
1,156
-1,467
-56% -$129K 0.09% 342
2022
Q4 		$214K Sell
2,623
-447
-15% -$34K 0.17% 93
2022
Q3 		$188K Buy
3,070
+1,035
+51% +$75.8K 0.17% 93
2022
Q2 		$143K Buy
2,035
+40
+2% +$2.93K 0.11% 220
2022
Q1 		$165K Buy
1,995
+1,109
+125% +$89.8K 0.11% 227
2021
Q4 		$77K Buy
+886
New +$83.2K 0.11% 293

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

Covestor's ORCL Position: Q2 2026 in Review

Covestor increased its Oracle (ORCL) stake by 5.5% in Q2 2026, buying an estimated $9.06K and bringing the position to 958 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #213.

Covestor first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Covestor held 958 shares of Oracle worth $140K as of Q2 2026.
  • Covestor bought 50 Oracle shares in Q2 2026, an estimated $9.06K.
  • Oracle made up 0.08% of Covestor's portfolio in Q2 2026, its #213 holding.
  • Covestor first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Oracle position peaked at $326K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.