Fiduciary Family Office’s Oracle ORCL Stock Holding History

Fiduciary Family Office’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	$2.92M	Buy	19,922 +2,428	+14%	+$440K	0.73%	25
2026 Q1	$2.57M	Buy	17,494 +5,202	+42%	+$846K	0.73%	22
2025 Q4	$2.4M	Sell	12,292 -3,734	-23%	-$889K	0.69%	22
2025 Q3	$4.51M	Sell	16,026 -619	-4%	-$158K	1.28%	10
2025 Q2	$3.64M	Sell	16,645 -2,352	-12%	-$380K	1.19%	13
2025 Q1	$2.66M	Buy	+18,997	New	+$3.09M	0.88%	15
2024 Q4	–	Sell	-14,937	Closed	-$2.55M	–	198
2024 Q3	$2.55M	Sell	14,937 -731	-5%	-$106K	0.84%	15
2024 Q2	$2.21M	Sell	15,668 -931	-6%	-$116K	0.87%	18
2024 Q1	$2.08M	Sell	16,599 -491	-3%	-$56.2K	0.82%	21
2023 Q4	$1.8M	Buy	+17,090	New	+$1.87M	0.79%	19

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

Fiduciary Family Office's ORCL Position: Q2 2026 in Review

Fiduciary Family Office increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $440K and bringing the position to 19,922 shares worth $2.92M. The position accounts for 0.73% of the portfolio, ranked #25.

Fiduciary Family Office first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.51M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Fiduciary Family Office held 19,922 shares of Oracle worth $2.92M as of Q2 2026.
Fiduciary Family Office bought 2,428 Oracle shares in Q2 2026, an estimated $440K.
Oracle made up 0.73% of Fiduciary Family Office's portfolio in Q2 2026, its #25 holding.
Fiduciary Family Office first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Fiduciary Family Office's Oracle position peaked at $4.51M in Q3 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.