Envestnet Portfolio Solutions
ORCL icon

Envestnet Portfolio Solutions’s Oracle ORCL Stock Holding History

Envestnet Portfolio Solutions’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 		$17.2M Buy
117,271
+14,208
+14% +$2.57M 0.08% 149
2026
Q1 		$15.2M Sell
103,063
-27,063
-21% -$4.4M 0.08% 140
2025
Q4 		$25.4M Buy
130,126
+728
+0.6% +$173K 0.09% 116
2025
Q3 		$36.4M Buy
129,398
+5,553
+4% +$1.41M 0.13% 86
2025
Q2 		$27.1M Buy
123,845
+11,019
+10% +$1.78M 0.1% 108
2025
Q1 		$15.8M Sell
112,826
-27,207
-19% -$4.43M 0.06% 154
2024
Q4 		$23.3M Sell
140,033
-2,643
-2% -$470K 0.08% 123
2024
Q3 		$24.3M Buy
142,676
+3,105
+2% +$450K 0.08% 120
2024
Q2 		$19.7M Buy
139,571
+13,412
+11% +$1.67M 0.07% 135
2024
Q1 		$15.8M Buy
126,159
+29,963
+31% +$3.43M 0.06% 167
2023
Q4 		$10.1M Buy
96,196
+19,352
+25% +$2.11M 0.04% 204
2023
Q3 		$8.14M Buy
+76,844
New +$8.89M 0.04% 215

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

Envestnet Portfolio Solutions's ORCL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $2.57M and bringing the position to 117,271 shares worth $17.2M. The position accounts for 0.08% of the portfolio, ranked #149.

Envestnet Portfolio Solutions first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $36.4M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Envestnet Portfolio Solutions held 117,271 shares of Oracle worth $17.2M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 14,208 Oracle shares in Q2 2026, an estimated $2.57M.
  • Oracle made up 0.08% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #149 holding.
  • Envestnet Portfolio Solutions first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Oracle position peaked at $36.4M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.