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Independence Wealth Advisors (Ohio)’s Oracle ORCL Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$288K Buy
1,967
+120
+6% +$21.7K 0.14% 69
2026
Q1 		$272K Buy
1,847
+403
+28% +$65.5K 0.14% 67
2025
Q4 		$281K Buy
+1,444
New +$344K 0.16% 67

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

Independence Wealth Advisors (Ohio)'s ORCL Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Oracle (ORCL) stake by 6.5% in Q2 2026, buying an estimated $21.7K and bringing the position to 1,967 shares worth $288K. The position accounts for 0.14% of the portfolio, ranked #69.

Independence Wealth Advisors (Ohio) first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 1,967 shares of Oracle worth $288K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 120 Oracle shares in Q2 2026, an estimated $21.7K.
  • Oracle made up 0.14% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #69 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.