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Custom Index Systems’s Oracle ORCL Stock Holding History

Custom Index Systems’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 		$304K Buy
2,075
+23
+1% +$4.17K 0.11% 202
2026
Q1 		$302K Sell
2,052
-1,709
-45% -$278K 0.13% 200
2025
Q4 		$733K Sell
3,761
-1,845
-33% -$439K 0.32% 93
2025
Q3 		$1.58M Buy
5,606
+2,461
+78% +$627K 0.47% 58
2025
Q2 		$688K Sell
3,145
-229
-7% -$37K 0.33% 89
2025
Q1 		$472K Buy
3,374
+538
+19% +$87.6K 0.24% 128
2024
Q4 		$473K Sell
2,836
-24
-0.8% -$4.26K 0.25% 107
2024
Q3 		$487K Buy
+2,860
New +$414K 0.26% 115

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

Custom Index Systems's ORCL Position: Q2 2026 in Review

Custom Index Systems increased its Oracle (ORCL) stake by 1.1% in Q2 2026, buying an estimated $4.17K and bringing the position to 2,075 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #202.

Custom Index Systems first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Custom Index Systems held 2,075 shares of Oracle worth $304K as of Q2 2026.
  • Custom Index Systems bought 23 Oracle shares in Q2 2026, an estimated $4.17K.
  • Oracle made up 0.11% of Custom Index Systems's portfolio in Q2 2026, its #202 holding.
  • Custom Index Systems first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Custom Index Systems's Oracle position peaked at $1.58M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.