Evelyn Partners’s Oracle ORCL Stock Holding History

Evelyn Partners’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	$146K	Buy	+995	New	+$180K	﹤0.01%	286

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evelyn Partners's ORCL Position: Q2 2026 in Review

Evelyn Partners opened a new position in Oracle (ORCL) in Q2 2026: 995 shares worth $146K. The stake represents ﹤0.01% of the portfolio and ranks #286 among its holdings.

3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Evelyn Partners held 995 shares of Oracle worth $146K as of Q2 2026.
Oracle was a new Evelyn Partners position in Q2 2026.
Oracle made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #286 holding.
3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.