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ORCL icon

Finivi Inc’s Oracle ORCL Stock Holding History

Finivi Inc’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 		$497K Sell
3,389
-3,624
-52% -$657K 0.25% 78
2026
Q1 		$1.03M Buy
7,013
+122
+2% +$19.8K 0.56% 42
2025
Q4 		$1.34M Buy
6,891
+1,623
+31% +$386K 0.78% 36
2025
Q3 		$1.48M Sell
5,268
-608
-10% -$155K 0.94% 31
2025
Q2 		$1.28M Sell
5,876
-94
-2% -$15.2K 0.87% 32
2025
Q1 		$835K Buy
5,970
+766
+15% +$125K 0.67% 40
2024
Q4 		$867K Sell
5,204
-201
-4% -$35.7K 0.69% 33
2024
Q3 		$921K Buy
5,405
+73
+1% +$10.6K 0.75% 33
2024
Q2 		$753K Buy
5,332
+55
+1% +$6.83K 0.62% 44
2024
Q1 		$663K Sell
5,277
-1,419
-21% -$162K 0.6% 47
2023
Q4 		$706K Buy
+6,696
New +$731K 0.69% 40

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

Finivi Inc's ORCL Position: Q2 2026 in Review

Finivi Inc reduced its Oracle (ORCL) stake by 52% in Q2 2026, selling an estimated $657K and leaving 3,389 shares worth $497K. The position accounts for 0.25% of the portfolio, ranked #78.

Finivi Inc first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 3,463 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Finivi Inc held 3,389 shares of Oracle worth $497K as of Q2 2026.
  • Finivi Inc sold 3,624 Oracle shares in Q2 2026, an estimated $657K.
  • Oracle made up 0.25% of Finivi Inc's portfolio in Q2 2026, its #78 holding.
  • Finivi Inc first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Finivi Inc's Oracle position peaked at $1.48M in Q3 2025.
  • 3,463 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.