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Elevated Capital Advisors’s Oracle ORCL Stock Holding History

Elevated Capital 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 		$470K Sell
3,210
-1,674
-34% -$303K 0.13% 132
2026
Q1 		$718K Buy
4,884
+4,570
+1,455% +$743K 0.18% 135
2025
Q4 		$61.2K Buy
+314
New +$74.8K 0.01% 336

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

Elevated Capital Advisors's ORCL Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Oracle (ORCL) stake by 34% in Q2 2026, selling an estimated $303K and leaving 3,210 shares worth $470K. The position accounts for 0.13% of the portfolio, ranked #132.

Elevated Capital Advisors first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $718K in Q1 2026. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Elevated Capital Advisors held 3,210 shares of Oracle worth $470K as of Q2 2026.
  • Elevated Capital Advisors sold 1,674 Oracle shares in Q2 2026, an estimated $303K.
  • Oracle made up 0.13% of Elevated Capital Advisors's portfolio in Q2 2026, its #132 holding.
  • Elevated Capital Advisors first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Oracle position peaked at $718K in Q1 2026.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.