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GLOBALT Investments’s Oracle ORCL Stock Holding History

GLOBALT Investments’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 		$3.5M Sell
23,907
-1,823
-7% -$330K 0.12% 88
2026
Q1 		$3.79M Buy
25,730
+8,343
+48% +$1.36M 0.14% 83
2025
Q4 		$3.39M Sell
17,387
-693
-4% -$165K 0.12% 92
2025
Q3 		$5.08M Sell
18,080
-3,347
-16% -$852K 0.19% 75
2025
Q2 		$4.68M Sell
21,427
-1,094
-5% -$177K 0.18% 76
2025
Q1 		$3.15M Buy
22,521
+4,754
+27% +$774K 0.13% 98
2024
Q4 		$2.96M Buy
17,767
+6,087
+52% +$1.08M 0.11% 102
2024
Q3 		$1.99M Buy
+11,680
New +$1.69M 0.07% 120

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

GLOBALT Investments's ORCL Position: Q2 2026 in Review

GLOBALT Investments reduced its Oracle (ORCL) stake by 7.1% in Q2 2026, selling an estimated $330K and leaving 23,907 shares worth $3.5M. The position accounts for 0.12% of the portfolio, ranked #88.

GLOBALT Investments first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.08M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • GLOBALT Investments held 23,907 shares of Oracle worth $3.5M as of Q2 2026.
  • GLOBALT Investments sold 1,823 Oracle shares in Q2 2026, an estimated $330K.
  • Oracle made up 0.12% of GLOBALT Investments's portfolio in Q2 2026, its #88 holding.
  • GLOBALT Investments first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • GLOBALT Investments's Oracle position peaked at $5.08M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.