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
2022 Q3	–	Sell	-1	Closed	-$7K	–	2410
2022 Q2	$7K	Buy	+1	New	+$73	0.01%	1324

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

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.