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IBEX Wealth Advisors’s Oracle ORCL Stock Holding History

IBEX Wealth 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 		$546K Buy
3,728
+1,830
+96% +$332K 0.04% 149
2026
Q1 		$279K Buy
+1,898
New +$309K 0.03% 190
2025
Q4 		– Sell
-22,304
Closed -$6.27M – 177
2025
Q3 		$6.27M Buy
22,304
+20,207
+964% +$5.15M 0.6% 53
2025
Q2 		$458K Buy
+2,097
New +$339K 0.05% 153
2025
Q1 		– Sell
-8,121
Closed -$1.35M – 185
2024
Q4 		$1.35M Sell
8,121
-10,449
-56% -$1.86M 0.16% 101
2024
Q3 		$666K Sell
18,570
-27,544
-60% -$3.99M 0.18% 65
2024
Q2 		$6.51M Buy
+46,114
New +$5.73M 1.02% 29
2024
Q1 		– Sell
-7,000
Closed -$759K – 143
2023
Q4 		$759K Sell
7,000
-10,356
-60% -$1.13M 0.17% 67
2023
Q3 		$1.84M Buy
+17,356
New +$2.01M 0.47% 62
2023
Q1 		$1.41M Buy
+15,157
New +$1.33M 0.37% 67
2022
Q1 		– Sell
-20,030
Closed -$1.75M – 198
2021
Q4 		$1.75M Buy
20,030
+1,486
+8% +$140K 0.31% 95
2021
Q3 		$1.62M Buy
18,544
+954
+5% +$84.3K 0.31% 98
2021
Q2 		$1.37M Buy
+17,590
New +$1.38M 0.27% 102
2020
Q2 		– Sell
-39,152
Closed -$1.89M – 107
2020
Q1 		$1.89M Buy
39,152
+25,830
+194% +$1.33M 0.74% 56
2019
Q4 		$706K Buy
+13,322
New +$733K 0.22% 90
2019
Q3 		– Sell
-3,096
Closed -$176K – 291
2019
Q2 		$176K Buy
+3,096
New +$168K 0.05% 141
2018
Q1 		– Sell
-5,814
Closed -$284K – 112
2017
Q4 		$284K Buy
5,814
+167
+3% +$8.19K 0.13% 84
2017
Q3 		$273K Sell
5,647
-153
-3% -$7.61K 0.1% 113
2017
Q2 		$287K Buy
+5,800
New +$264K 0.11% 112
2017
Q1 		– Sell
-5,804
Closed -$231K – 277
2016
Q4 		$231K Sell
5,804
-124
-2% -$4.85K 0.11% 107
2016
Q3 		$233K Buy
+5,928
New +$242K 0.13% 105

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

IBEX Wealth Advisors's ORCL Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Oracle (ORCL) stake by 96% in Q2 2026, buying an estimated $332K and bringing the position to 3,728 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #149.

IBEX Wealth Advisors first reported a position in ORCL in Q3 2016 and has held it in 21 quarters since. The position peaked at $6.51M in Q2 2024. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • IBEX Wealth Advisors held 3,728 shares of Oracle worth $546K as of Q2 2026.
  • IBEX Wealth Advisors bought 1,830 Oracle shares in Q2 2026, an estimated $332K.
  • Oracle made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • IBEX Wealth Advisors first reported a position in Oracle in Q3 2016 and has held it in 21 quarters since.
  • IBEX Wealth Advisors's Oracle position peaked at $6.51M in Q2 2024.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.