Curtis Advisory Group’s Oracle ORCL Stock Holding History

Curtis Advisory Group’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	$1.32M	Buy	8,994 +2,094	+30%	+$379K	0.26%	62
2026 Q1	$1.02M	Buy	6,900 +1,000	+17%	+$163K	0.22%	66
2025 Q4	$1.15M	Buy	5,900 +5,000	+556%	+$1.19M	0.24%	59
2025 Q3	$253K	Sell	900 -30	-3%	-$7.64K	0.06%	98
2025 Q2	$203K	Buy	+930	New	+$150K	0.05%	104

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

Curtis Advisory Group's ORCL Position: Q2 2026 in Review

Curtis Advisory Group increased its Oracle (ORCL) stake by 30% in Q2 2026, buying an estimated $379K and bringing the position to 8,994 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #62.

Curtis Advisory Group first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Curtis Advisory Group held 8,994 shares of Oracle worth $1.32M as of Q2 2026.
Curtis Advisory Group bought 2,094 Oracle shares in Q2 2026, an estimated $379K.
Oracle made up 0.26% of Curtis Advisory Group's portfolio in Q2 2026, its #62 holding.
Curtis Advisory Group first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.