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Excelsior Advisor Network’s Oracle ORCL Stock Holding History

Excelsior Advisor Network’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 		$1.03M Buy
7,007
+3,451
+97% +$625K 0.14% 162
2026
Q1 		$523K Sell
3,556
-21
-0.6% -$3.41K 0.2% 102
2025
Q4 		$697K Buy
+3,577
New +$852K 0.34% 69

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

Excelsior Advisor Network's ORCL Position: Q2 2026 in Review

Excelsior Advisor Network increased its Oracle (ORCL) stake by 97% in Q2 2026, buying an estimated $625K and bringing the position to 7,007 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #162.

Excelsior Advisor Network first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,512 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Excelsior Advisor Network held 7,007 shares of Oracle worth $1.03M as of Q2 2026.
  • Excelsior Advisor Network bought 3,451 Oracle shares in Q2 2026, an estimated $625K.
  • Oracle made up 0.14% of Excelsior Advisor Network's portfolio in Q2 2026, its #162 holding.
  • Excelsior Advisor Network first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 3,512 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.