Diversify Advisory Services’s Oracle ORCL Stock Holding History

Diversify Advisory Services’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	$20M	Buy	166,642 +80,536	+94%	+$14.6M	0.33%	54
2026 Q1	$14.1M	Buy	86,106 +50,878	+144%	+$8.27M	2.15%	15
2025 Q4	$6.73M	Buy	35,228 +13,331	+61%	+$3.17M	0.21%	77
2025 Q3	$5.65M	Sell	21,897 -6,707	-23%	-$1.71M	0.19%	90
2025 Q2	$7.26M	Buy	28,604 +14,547	+103%	+$2.35M	0.28%	60
2025 Q1	$1.98M	Buy	14,057 +918	+7%	+$149K	0.12%	123
2024 Q4	$2.03M	Sell	13,139 -8,133	-38%	-$1.44M	0.11%	128
2024 Q3	$3.73M	Buy	21,272 +3,794	+22%	+$550K	0.2%	92
2024 Q2	$2.46M	Sell	17,478 -1,903	-10%	-$236K	0.13%	135
2024 Q1	$2.43M	Buy	+19,381	New	+$2.22M	0.14%	140

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 $3.38T AUM 44.17% 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

Diversify Advisory Services's ORCL Position: Q2 2026 in Review

Diversify Advisory Services increased its Oracle (ORCL) stake by 94% in Q2 2026, buying an estimated $14.6M and bringing the position to 166,642 shares worth $20M. The position accounts for 0.33% of the portfolio, ranked #54.

Diversify Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Diversify Advisory Services held 166,642 shares of Oracle worth $20M as of Q2 2026.
Diversify Advisory Services bought 80,536 Oracle shares in Q2 2026, an estimated $14.6M.
Oracle made up 0.33% of Diversify Advisory Services's portfolio in Q2 2026, its #54 holding.
Diversify Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.