CVFG LLC’s Oracle ORCL Stock Holding History

CVFG LLC’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	$860K	Buy	5,866 +892	+18%	+$162K	0.09%	165
2026 Q1	$732K	Sell	4,974 -63	-1%	-$10.2K	0.09%	161
2025 Q4	$982K	Buy	5,037 +232	+5%	+$55.2K	0.67%	33
2025 Q3	$1.35M	Sell	4,805 -75	-2%	-$19.1K	0.98%	26
2025 Q2	$1.07M	Sell	4,880 -106	-2%	-$17.1K	0.85%	30
2025 Q1	$697K	Buy	4,986 +140	+3%	+$22.8K	0.63%	38
2024 Q4	$808K	Buy	+4,846	New	+$861K	0.74%	36

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

CVFG LLC's ORCL Position: Q2 2026 in Review

CVFG LLC increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $162K and bringing the position to 5,866 shares worth $860K. The position accounts for 0.09% of the portfolio, ranked #165.

CVFG LLC first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

CVFG LLC held 5,866 shares of Oracle worth $860K as of Q2 2026.
CVFG LLC bought 892 Oracle shares in Q2 2026, an estimated $162K.
Oracle made up 0.09% of CVFG LLC's portfolio in Q2 2026, its #165 holding.
CVFG LLC first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
CVFG LLC's Oracle position peaked at $1.35M in Q3 2025.
3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.