IFO
ORCL icon

Independent Family Office’s Oracle ORCL Stock Holding History

Independent Family Office’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 		$276K Hold
1,884
– – 0.11% 75
2026
Q1 		$277K Hold
1,884
– – 0.11% 79
2025
Q4 		$367K Hold
1,884
– – 0.15% 61
2025
Q3 		$530K Hold
1,884
– – 0.22% 53
2025
Q2 		$412K Hold
1,884
– – 0.19% 56
2025
Q1 		$263K Hold
1,884
– – 0.14% 64
2024
Q4 		$314K Hold
1,884
– – 0.16% 57
2024
Q3 		$321K Hold
1,884
– – 0.16% 58
2024
Q2 		$266K Hold
1,884
– – 0.15% 58
2024
Q1 		$237K Buy
+1,884
New +$216K 0.13% 69
2023
Q3 		– Sell
-1,884
Closed -$224K – 72
2023
Q2 		$224K Buy
+1,884
New +$195K 0.14% 62

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

Independent Family Office's ORCL Position: Q2 2026 in Review

Independent Family Office held its Oracle (ORCL) position steady in Q2 2026 at 1,884 shares worth $276K. The position accounts for 0.11% of the portfolio, ranked #75.

Independent Family Office first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $530K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Independent Family Office held 1,884 shares of Oracle worth $276K as of Q2 2026.
  • Independent Family Office left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.11% of Independent Family Office's portfolio in Q2 2026, its #75 holding.
  • Independent Family Office first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
  • Independent Family Office's Oracle position peaked at $530K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.