Financial Engines Advisors
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Financial Engines Advisors’s Oracle ORCL Stock Holding History

Financial Engines 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 		$1.53M Buy
10,423
+2,309
+28% +$418K ﹤0.01% 268
2026
Q1 		$1.19M Sell
8,114
-9,158
-53% -$1.49M ﹤0.01% 285
2025
Q4 		$3.37M Buy
17,272
+5,870
+51% +$1.4M 0.01% 182
2025
Q3 		$3.21M Buy
11,402
+3,358
+42% +$855K 0.01% 184
2025
Q2 		$1.76M Sell
8,044
-1,089
-12% -$176K ﹤0.01% 232
2025
Q1 		$1.28M Buy
9,133
+1,284
+16% +$209K ﹤0.01% 232
2024
Q4 		$1.31M Buy
7,849
+1,904
+32% +$338K ﹤0.01% 237
2024
Q3 		$1.01M Sell
5,945
-647
-10% -$93.7K ﹤0.01% 234
2024
Q2 		$931K Buy
6,592
+1,333
+25% +$166K ﹤0.01% 219
2024
Q1 		$661K Buy
5,259
+2,841
+117% +$325K ﹤0.01% 224
2023
Q4 		$255K Buy
+2,418
New +$264K ﹤0.01% 285
2023
Q1 		– Sell
-6,162
Closed -$504K – 306
2022
Q4 		$504K Buy
+6,162
New +$468K ﹤0.01% 212
2022
Q2 		– Sell
-4,059
Closed -$336K – 322
2022
Q1 		$336K Sell
4,059
-1,076
-21% -$87.1K ﹤0.01% 238
2021
Q4 		$448K Sell
5,135
-8,433
-62% -$792K ﹤0.01% 167
2021
Q3 		$1.18M Buy
13,568
+1,121
+9% +$99K ﹤0.01% 103
2021
Q2 		$969K Buy
12,447
+1,063
+9% +$83.2K ﹤0.01% 104
2021
Q1 		$799K Sell
11,384
-530
-4% -$34.3K ﹤0.01% 134
2020
Q4 		$771K Buy
11,914
+280
+2% +$16.7K ﹤0.01% 133
2020
Q3 		$695K Buy
+11,634
New +$661K ﹤0.01% 135
2018
Q4 		– Sell
-223
Closed -$12K – 160
2018
Q3 		$12K Sell
223
-5
-2% -$243 ﹤0.01% 89
2018
Q2 		$10K Sell
228
-173
-43% -$7.97K ﹤0.01% 90
2018
Q1 		$18K Sell
401
-109
-21% -$5.42K ﹤0.01% 80
2017
Q4 		$24K Buy
+510
New +$25K ﹤0.01% 86
2017
Q2 		– Sell
-48
Closed -$2K – 110
2017
Q1 		$2K Buy
+48
New +$2K ﹤0.01% 94

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 $3.38T AUM 44.17% 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

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

Financial Engines Advisors increased its Oracle (ORCL) stake by 28% in Q2 2026, buying an estimated $418K and bringing the position to 10,423 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Financial Engines Advisors first reported a position in ORCL in Q1 2017 and has held it in 24 quarters since. The position peaked at $3.37M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Financial Engines Advisors held 10,423 shares of Oracle worth $1.53M as of Q2 2026.
  • Financial Engines Advisors bought 2,309 Oracle shares in Q2 2026, an estimated $418K.
  • Oracle made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #268 holding.
  • Financial Engines Advisors first reported a position in Oracle in Q1 2017 and has held it in 24 quarters since.
  • Financial Engines Advisors's Oracle position peaked at $3.37M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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