FFA
ORCL icon

Fi3 Financial Advisors’s Oracle ORCL Stock Holding History

Fi3 Financial 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 		– Sell
-3,711
Closed -$546K – 266
2026
Q1 		$546K Buy
3,711
+730
+24% +$119K 0.16% 76
2025
Q4 		$581K Buy
2,981
+814
+38% +$194K 0.18% 53
2025
Q3 		$609K Buy
2,167
+191
+10% +$48.6K 0.21% 46
2025
Q2 		$432K Buy
1,976
+70
+4% +$11.3K 0.16% 63
2025
Q1 		$266K Sell
1,906
-73
-4% -$11.9K 0.11% 90
2024
Q4 		$330K Buy
1,979
+30
+2% +$5.33K 0.12% 72
2024
Q3 		$332K Buy
1,949
+256
+15% +$37.1K 0.13% 62
2024
Q2 		$239K Buy
+1,693
New +$210K 0.11% 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

Fi3 Financial Advisors's ORCL Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Oracle (ORCL) in Q2 2026, closing a stake of 3,711 shares — an estimated $546K sold.

Fi3 Financial Advisors first reported a position in ORCL in Q2 2024 and held it in 8 quarters. The position peaked at $609K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fi3 Financial Advisors reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Fi3 Financial Advisors sold 3,711 Oracle shares in Q2 2026, an estimated $546K.
  • Fi3 Financial Advisors first reported a position in Oracle in Q2 2024 and held it in 8 quarters.
  • Fi3 Financial Advisors's Oracle position peaked at $609K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.