Evanson Financial’s Oracle ORCL Stock Holding History

Evanson 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	$791K	Buy	+5,399	New	+$978K	0.04%	163

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

Evanson Financial's ORCL Position: Q2 2026 in Review

Evanson Financial opened a new position in Oracle (ORCL) in Q2 2026: 5,399 shares worth $791K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings.

3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Evanson Financial held 5,399 shares of Oracle worth $791K as of Q2 2026.
Oracle was a new Evanson Financial position in Q2 2026.
Oracle made up 0.04% of Evanson Financial's portfolio in Q2 2026, its #163 holding.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.