ICW Investment Advisors’s Oracle ORCL Stock Holding History

ICW Investment 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	$719K	Buy	4,904 +5	+0.1%	+$906	0.25%	105
2026 Q1	$721K	Buy	4,899 +902	+23%	+$147K	0.26%	107
2025 Q4	$779K	Buy	3,997 +170	+4%	+$40.5K	0.28%	103
2025 Q3	$1.08M	Buy	3,827 +390	+11%	+$99.3K	0.39%	94
2025 Q2	$751K	Buy	3,437 +365	+12%	+$58.9K	0.3%	106
2025 Q1	$429K	Buy	3,072 +51	+2%	+$8.3K	0.18%	122
2024 Q4	$503K	Buy	3,021 +6	+0.2%	+$1.07K	0.21%	117
2024 Q3	$514K	Buy	3,015 +154	+5%	+$22.3K	0.21%	117
2024 Q2	$404K	Buy	2,861 +32	+1%	+$3.97K	0.18%	121
2024 Q1	$355K	Buy	2,829 +400	+16%	+$45.8K	0.16%	127
2023 Q4	$256K	Buy	2,429 +368	+18%	+$40.2K	0.12%	134
2023 Q3	$218K	Buy	2,061 +20	+1%	+$2.31K	0.12%	134
2023 Q2	$243K	Buy	+2,041	New	+$211K	0.13%	128
2020 Q1	–	Sell	-1,385	Closed	-$73K	–	153
2019 Q4	$73K	Buy	+1,385	New	+$76.2K	0.06%	133

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ICW Investment Advisors's ORCL Position: Q2 2026 in Review

ICW Investment Advisors increased its Oracle (ORCL) stake by 0.1% in Q2 2026, buying an estimated $906 and bringing the position to 4,904 shares worth $719K. The position accounts for 0.25% of the portfolio, ranked #105.

ICW Investment Advisors first reported a position in ORCL in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

ICW Investment Advisors held 4,904 shares of Oracle worth $719K as of Q2 2026.
ICW Investment Advisors bought 5 Oracle shares in Q2 2026, an estimated $906.
Oracle made up 0.25% of ICW Investment Advisors's portfolio in Q2 2026, its #105 holding.
ICW Investment Advisors first reported a position in Oracle in Q4 2019 and has held it in 14 quarters since.
ICW Investment Advisors's Oracle position peaked at $1.08M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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