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Fortis Group Advisors’s Oracle ORCL Stock Holding History

Fortis Group 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 		$1.19M Buy
8,115
+131
+2% +$23.7K 0.19% 125
2026
Q1 		$1.29M Buy
7,984
+7,876
+7,293% +$1.28M 0.21% 120
2025
Q4 		$21.1K Hold
108
– – ﹤0.01% 339
2025
Q3 		$30.4K Hold
108
– – 0.01% 277
2025
Q2 		$23.6K Hold
108
– – ﹤0.01% 278
2025
Q1 		$15.1K Sell
108
-105
-49% -$17.1K ﹤0.01% 273
2024
Q4 		$35.5K Hold
213
– – 0.01% 230
2024
Q3 		$36.3K Hold
213
– – 0.01% 220
2024
Q2 		$30.1K Hold
213
– – 0.01% 226
2024
Q1 		$26.8K Sell
213
-213
-50% -$24.4K ﹤0.01% 251
2023
Q4 		$44.9K Buy
426
+213
+100% +$23.2K 0.01% 179
2023
Q3 		$22.6K Buy
+213
New +$24.7K 0.01% 177
2020
Q3 		$12K Buy
+213
New +$12.1K ﹤0.01% 274

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

Fortis Group Advisors's ORCL Position: Q2 2026 in Review

Fortis Group Advisors increased its Oracle (ORCL) stake by 1.6% in Q2 2026, buying an estimated $23.7K and bringing the position to 8,115 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #125.

Fortis Group Advisors first reported a position in ORCL in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.29M in Q1 2026. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fortis Group Advisors held 8,115 shares of Oracle worth $1.19M as of Q2 2026.
  • Fortis Group Advisors bought 131 Oracle shares in Q2 2026, an estimated $23.7K.
  • Oracle made up 0.19% of Fortis Group Advisors's portfolio in Q2 2026, its #125 holding.
  • Fortis Group Advisors first reported a position in Oracle in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Oracle position peaked at $1.29M in Q1 2026.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.