Delos Wealth Advisors’s Oracle ORCL Stock Holding History

Delos Wealth Advisors’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	$377K	Buy	2,570 +10	+0.4%	+$1.81K	0.19%	57
2026 Q1	$377K	Buy	2,560 +20	+0.8%	+$3.25K	0.22%	55
2025 Q4	$495K	Buy	2,540 +40	+2%	+$9.52K	0.33%	40
2025 Q3	$703K	Hold	2,500	–	–	0.47%	36
2025 Q2	$547K	Hold	2,500	–	–	0.43%	38
2025 Q1	$350K	Hold	2,500	–	–	0.28%	46
2024 Q4	$417K	Hold	2,500	–	–	0.33%	39
2024 Q3	$426K	Sell	2,500 -98	-4%	-$14.2K	0.37%	43
2024 Q2	$367K	Buy	2,598 +2,500	+2,551%	+$310K	0.35%	44
2024 Q1	$12.3K	Buy	+98	New	+$11.2K	0.01%	111
2023 Q4	–	Sell	-590	Closed	-$71K	–	371
2023 Q3	$71K	Hold	590	–	–	0.09%	59
2023 Q2	$70.3K	Hold	590	–	–	0.09%	57
2023 Q1	$54.8K	Hold	590	–	–	0.07%	60
2022 Q4	$48.2K	Hold	590	–	–	0.07%	60
2022 Q3	$36K	Hold	590	–	–	0.04%	64
2022 Q2	$41K	Hold	590	–	–	0.05%	64
2022 Q1	$49K	Sell	590 -165	-22%	-$13.4K	0.05%	75
2021 Q4	$66K	Buy	+755	New	+$70.9K	0.06%	63

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

Delos Wealth Advisors's ORCL Position: Q2 2026 in Review

Delos Wealth Advisors increased its Oracle (ORCL) stake by 0.39% in Q2 2026, buying an estimated $1.81K and bringing the position to 2,570 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #57.

Delos Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $703K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Delos Wealth Advisors held 2,570 shares of Oracle worth $377K as of Q2 2026.
Delos Wealth Advisors bought 10 Oracle shares in Q2 2026, an estimated $1.81K.
Oracle made up 0.19% of Delos Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Delos Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
Delos Wealth Advisors's Oracle position peaked at $703K in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.