Evolution Wealth Advisors’s Oracle ORCL Stock Holding History

Evolution Wealth 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	$329K	Buy	+2,243	New	+$407K	0.04%	137
2021 Q4	–	Sell	-346	Closed	-$30K	–	483
2021 Q3	$30K	Hold	346	–	–	0.01%	272
2021 Q2	$27K	Sell	346 -42	-11%	-$3.29K	0.01%	270
2021 Q1	$27K	Buy	388 +42	+12%	+$2.72K	0.01%	260
2020 Q4	$22K	Hold	346	–	–	0.01%	255
2020 Q3	$21K	Hold	346	–	–	0.01%	266
2020 Q2	$19K	Buy	+346	New	+$18.3K	0.01%	205
2020 Q1	–	Sell	-366	Closed	-$19K	–	552
2019 Q4	$19K	Buy	+366	New	+$20.1K	﹤0.01%	231
2019 Q3	–	Sell	-446	Closed	-$24.6K	–	559
2019 Q2	$25K	Buy	446 +346	+346%	+$18.7K	0.01%	115
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	96
2018 Q4	$5K	Buy	+100	New	+$4.79K	﹤0.01%	130

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

Evolution Wealth Advisors's ORCL Position: Q2 2026 in Review

Evolution Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2026: 2,243 shares worth $329K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in ORCL as recently as Q3 2021.

Evolution Wealth Advisors first reported a position in ORCL in Q4 2018 and has held it in 11 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Evolution Wealth Advisors held 2,243 shares of Oracle worth $329K as of Q2 2026.
Oracle was a new Evolution Wealth Advisors position in Q2 2026.
Oracle made up 0.04% of Evolution Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Evolution Wealth Advisors first reported a position in Oracle in Q4 2018 and has held it in 11 quarters since.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.