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IEQ Capital’s Oracle ORCL Stock Holding History

IEQ Capital’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 		$40.4M Buy
275,760
+40,179
+17% +$7.28M 0.19% 97
2026
Q1 		$34.7M Buy
235,581
+5,309
+2% +$863K 0.16% 116
2025
Q4 		$44.9M Sell
230,272
-367
-0.2% -$87.4K 0.13% 95
2025
Q3 		$64.9M Buy
230,639
+42,032
+22% +$10.7M 0.2% 53
2025
Q2 		$41.2M Buy
188,607
+27,711
+17% +$4.47M 0.25% 57
2025
Q1 		$22.5M Buy
160,896
+16,433
+11% +$2.68M 0.18% 87
2024
Q4 		$24.1M Sell
144,463
-2,639
-2% -$469K 0.23% 58
2024
Q3 		$25.1M Buy
147,102
+6,543
+5% +$948K 0.31% 47
2024
Q2 		$19.8M Buy
140,559
+14,105
+11% +$1.75M 0.27% 56
2024
Q1 		$15.9M Buy
126,454
+9,595
+8% +$1.1M 0.23% 66
2023
Q4 		$12.3M Buy
116,859
+20,624
+21% +$2.25M 0.21% 75
2023
Q3 		$10.2M Sell
96,235
-313
-0.3% -$36.2K 0.21% 77
2023
Q2 		$11.5M Buy
96,548
+4,911
+5% +$508K 0.23% 72
2023
Q1 		$8.51M Buy
91,637
+5,257
+6% +$461K 0.2% 83
2022
Q4 		$7.06M Sell
86,380
-3,705
-4% -$282K 0.2% 89
2022
Q3 		$5.5M Buy
90,085
+22,031
+32% +$1.61M 0.15% 104
2022
Q2 		$4.75M Buy
68,054
+12,616
+23% +$924K 0.14% 102
2022
Q1 		$4.59M Sell
55,438
-3,465
-6% -$281K 0.11% 121
2021
Q4 		$5.14M Buy
58,903
+4,616
+9% +$433K 0.12% 100
2021
Q3 		$4.73M Buy
54,287
+7,857
+17% +$694K 0.13% 103
2021
Q2 		$3.61M Buy
46,430
+5,360
+13% +$420K 0.11% 113
2021
Q1 		$2.88M Buy
41,070
+2,652
+7% +$172K 0.12% 106
2020
Q4 		$2.48M Sell
38,418
-2,487
-6% -$148K 0.11% 113
2020
Q3 		$2.44M Buy
40,905
+1,962
+5% +$111K 0.13% 101
2020
Q2 		$2.15M Sell
38,943
-3,130
-7% -$166K 0.14% 100
2020
Q1 		$2.03M Buy
42,073
+9,521
+29% +$491K 0.16% 88
2019
Q4 		$1.73M Buy
+32,552
New +$1.79M 0.15% 101

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

IEQ Capital's ORCL Position: Q2 2026 in Review

IEQ Capital increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $7.28M and bringing the position to 275,760 shares worth $40.4M. The position accounts for 0.19% of the portfolio, ranked #97.

IEQ Capital first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $64.9M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • IEQ Capital held 275,760 shares of Oracle worth $40.4M as of Q2 2026.
  • IEQ Capital bought 40,179 Oracle shares in Q2 2026, an estimated $7.28M.
  • Oracle made up 0.19% of IEQ Capital's portfolio in Q2 2026, its #97 holding.
  • IEQ Capital first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Oracle position peaked at $64.9M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.