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Helium Advisors’s Oracle ORCL Stock Holding History

Helium 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 		$1.28M Buy
8,728
+1,954
+29% +$354K 1.06% 27
2026
Q1 		$997K Sell
6,774
-281
-4% -$45.7K 0.95% 30
2025
Q4 		$1.38M Buy
7,055
+175
+3% +$41.7K 1.39% 19
2025
Q3 		$1.93M Sell
6,880
-647
-9% -$165K 1.62% 15
2025
Q2 		$1.65M Buy
+7,527
New +$1.22M 1.04% 19

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

Helium Advisors's ORCL Position: Q2 2026 in Review

Helium Advisors increased its Oracle (ORCL) stake by 29% in Q2 2026, buying an estimated $354K and bringing the position to 8,728 shares worth $1.28M. The position accounts for 1.06% of the portfolio, ranked #27.

Helium Advisors first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.93M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Helium Advisors held 8,728 shares of Oracle worth $1.28M as of Q2 2026.
  • Helium Advisors bought 1,954 Oracle shares in Q2 2026, an estimated $354K.
  • Oracle made up 1.06% of Helium Advisors's portfolio in Q2 2026, its #27 holding.
  • Helium Advisors first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Helium Advisors's Oracle position peaked at $1.93M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.