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CVA Family Office’s Oracle ORCL Stock Holding History

CVA Family Office’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 		$1.48M Buy
10,103
+666
+7% +$121K 0.13% 96
2026
Q1 		$1.39M Buy
9,437
+513
+6% +$83.4K 0.15% 91
2025
Q4 		$1.74M Sell
8,924
-263
-3% -$62.6K 0.2% 70
2025
Q3 		$2.58M Buy
9,187
+78
+0.9% +$19.9K 0.33% 56
2025
Q2 		$1.99M Buy
9,109
+61
+0.7% +$9.85K 0.28% 63
2025
Q1 		$1.27M Buy
9,048
+212
+2% +$34.5K 0.19% 83
2024
Q4 		$1.47M Buy
8,836
+1,257
+17% +$223K 0.23% 71
2024
Q3 		$1.29M Buy
7,579
+195
+3% +$28.2K 0.21% 76
2024
Q2 		$1.04M Buy
7,384
+168
+2% +$20.9K 0.19% 83
2024
Q1 		$906K Sell
7,216
-435
-6% -$49.8K 0.16% 91
2023
Q4 		$807K Sell
7,651
-298
-4% -$32.5K 0.16% 95
2023
Q3 		$842K Buy
7,949
+180
+2% +$20.8K 0.19% 87
2023
Q2 		$925K Buy
7,769
+453
+6% +$46.8K 0.19% 83
2023
Q1 		$680K Sell
7,316
-105
-1% -$9.21K 0.15% 101
2022
Q4 		$607K Buy
7,421
+10
+0.1% +$760 0.15% 103
2022
Q3 		$453K Buy
7,411
+3,725
+101% +$273K 0.12% 109
2022
Q2 		$258K Sell
3,686
-95
-3% -$6.95K 0.07% 144
2022
Q1 		$313K Buy
3,781
+105
+3% +$8.5K 0.07% 136
2021
Q4 		$321K Buy
3,676
+1,609
+78% +$151K 0.08% 127
2021
Q3 		$123K Sell
2,067
-1,609
-44% -$142K 0.09% 109
2021
Q2 		$286K Buy
3,676
+649
+21% +$50.8K 0.08% 127
2021
Q1 		$212K Buy
3,027
+960
+46% +$62.2K 0.08% 115
2020
Q4 		$134K Hold
2,067
– – 0.08% 110
2020
Q3 		$123K Hold
2,067
– – 0.09% 109
2020
Q2 		$114K Buy
2,067
+450
+28% +$23.8K 0.09% 105
2020
Q1 		$78K Buy
+1,617
New +$83.5K 0.08% 112

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 $3.38T AUM 44.17% 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

CVA Family Office's ORCL Position: Q2 2026 in Review

CVA Family Office increased its Oracle (ORCL) stake by 7.1% in Q2 2026, buying an estimated $121K and bringing the position to 10,103 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #96.

CVA Family Office first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.58M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CVA Family Office held 10,103 shares of Oracle worth $1.48M as of Q2 2026.
  • CVA Family Office bought 666 Oracle shares in Q2 2026, an estimated $121K.
  • Oracle made up 0.13% of CVA Family Office's portfolio in Q2 2026, its #96 holding.
  • CVA Family Office first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's Oracle position peaked at $2.58M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.