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Downshift Financial’s Oracle ORCL Stock Holding History

Downshift Financial’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 		$112K Buy
+767
New +$139K 0.05% 103

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

Downshift Financial's ORCL Position: Q2 2026 in Review

Downshift Financial opened a new position in Oracle (ORCL) in Q2 2026: 767 shares worth $112K. The stake represents 0.05% of the portfolio and ranks #103 among its holdings.

3,498 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Downshift Financial held 767 shares of Oracle worth $112K as of Q2 2026.
  • Oracle was a new Downshift Financial position in Q2 2026.
  • Oracle made up 0.05% of Downshift Financial's portfolio in Q2 2026, its #103 holding.
  • 3,498 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.