Financial Insights’s Oracle ORCL Stock Holding History

Financial Insights’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	$212K	Buy	1,450 +5	+0.3%	+$906	0.06%	144
2026 Q1	$213K	Hold	1,445	–	–	0.07%	128
2025 Q4	$282K	Buy	1,445 +109	+8%	+$26K	0.09%	102
2025 Q3	$376K	Buy	+1,336	New	+$340K	0.12%	87
2024 Q4	–	Sell	-3,675	Closed	-$626K	–	136
2024 Q3	$626K	Hold	3,675	–	–	0.2%	73
2024 Q2	$519K	Hold	3,675	–	–	0.14%	95
2024 Q1	$462K	Hold	3,675	–	–	0.13%	111
2023 Q4	$387K	Hold	3,675	–	–	0.12%	116
2023 Q3	$380K	Hold	3,675	–	–	0.14%	104
2023 Q2	$438K	Buy	3,675 +51	+1%	+$5.27K	0.16%	107
2023 Q1	$337K	Sell	3,624 -1,030	-22%	-$90.3K	0.14%	122
2022 Q4	$380K	Buy	4,654 +1,030	+28%	+$78.3K	0.18%	98
2022 Q3	$221K	Buy	+3,624	New	+$265K	0.15%	114
2021 Q3	–	Sell	-360	Closed	-$28K	–	178
2021 Q2	$28K	Buy	+360	New	+$28.2K	0.02%	206

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

Financial Insights's ORCL Position: Q2 2026 in Review

Financial Insights increased its Oracle (ORCL) stake by 0.35% in Q2 2026, buying an estimated $906 and bringing the position to 1,450 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #144.

Financial Insights first reported a position in ORCL in Q2 2021 and has held it in 14 quarters since. The position peaked at $626K in Q3 2024. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Financial Insights held 1,450 shares of Oracle worth $212K as of Q2 2026.
Financial Insights bought 5 Oracle shares in Q2 2026, an estimated $906.
Oracle made up 0.06% of Financial Insights's portfolio in Q2 2026, its #144 holding.
Financial Insights first reported a position in Oracle in Q2 2021 and has held it in 14 quarters since.
Financial Insights's Oracle position peaked at $626K in Q3 2024.
3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.