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Family Management’s Oracle ORCL Stock Holding History

Family Management’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 		$580K Sell
3,958
-459
-10% -$83.2K 0.06% 157
2026
Q1 		$650K Sell
4,417
-130
-3% -$21.1K 0.08% 134
2025
Q4 		$886K Buy
4,547
+2,127
+88% +$506K 0.11% 97
2025
Q3 		$681K Buy
2,420
+810
+50% +$206K 0.09% 111
2025
Q2 		$352K Buy
1,610
+156
+11% +$25.2K 0.05% 142
2025
Q1 		$203K Sell
1,454
-64
-4% -$10.4K 0.03% 173
2024
Q4 		$253K Sell
1,518
-48
-3% -$8.53K 0.04% 143
2024
Q3 		$267K Buy
1,566
+66
+4% +$9.56K 0.04% 142
2024
Q2 		$212K Buy
+1,500
New +$186K 0.04% 140

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

Family Management's ORCL Position: Q2 2026 in Review

Family Management reduced its Oracle (ORCL) stake by 10% in Q2 2026, selling an estimated $83.2K and leaving 3,958 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #157.

Family Management first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $886K in Q4 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Family Management held 3,958 shares of Oracle worth $580K as of Q2 2026.
  • Family Management sold 459 Oracle shares in Q2 2026, an estimated $83.2K.
  • Oracle made up 0.06% of Family Management's portfolio in Q2 2026, its #157 holding.
  • Family Management first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Family Management's Oracle position peaked at $886K in Q4 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.