IWA
ORCL icon

Icon Wealth Advisors’s Oracle ORCL Stock Holding History

Icon 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 		$3.04M Sell
20,716
-7,711
-27% -$1.4M 0.18% 84
2026
Q1 		$4.66M Sell
28,427
-17,227
-38% -$2.8M 0.3% 54
2025
Q4 		$8.9M Sell
45,654
-1,052
-2% -$250K 0.59% 38
2025
Q3 		$13.1M Sell
46,706
-8,810
-16% -$2.24M 0.89% 26
2025
Q2 		$12.1M Buy
55,516
+678
+1% +$109K 0.86% 26
2025
Q1 		$7.67M Buy
54,838
+8,231
+18% +$1.34M 0.63% 35
2024
Q4 		$7.77M Buy
46,607
+8,442
+22% +$1.5M 0.64% 31
2024
Q3 		$6.5M Buy
38,165
+23,598
+162% +$3.42M 0.54% 35
2024
Q2 		$2.03M Sell
14,567
-86
-0.6% -$10.7K 0.18% 91
2024
Q1 		$1.84M Buy
14,653
+8,882
+154% +$1.02M 0.17% 102
2023
Q4 		$608K Buy
+5,771
New +$630K 0.06% 167
2022
Q4 		$1.18M Sell
14,411
-22
-0.2% -$1.67K 0.14% 123
2022
Q3 		$881K Buy
+14,433
New +$1.06M 0.11% 143

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

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

Icon Wealth Advisors reduced its Oracle (ORCL) stake by 27% in Q2 2026, selling an estimated $1.4M and leaving 20,716 shares worth $3.04M. The position accounts for 0.18% of the portfolio, ranked #84.

Icon Wealth Advisors first reported a position in ORCL in Q3 2022 and has held it in 13 quarters since. The position peaked at $13.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Icon Wealth Advisors held 20,716 shares of Oracle worth $3.04M as of Q2 2026.
  • Icon Wealth Advisors sold 7,711 Oracle shares in Q2 2026, an estimated $1.4M.
  • Oracle made up 0.18% of Icon Wealth Advisors's portfolio in Q2 2026, its #84 holding.
  • Icon Wealth Advisors first reported a position in Oracle in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Oracle position peaked at $13.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.