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Innovative Asset Advisors Group’s Oracle ORCL Stock Holding History

Innovative Asset Advisors Group’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 		$1.19M Buy
8,094
+279
+4% +$50.6K 0.52% 41
2026
Q1 		$1.15M Buy
+7,815
New +$1.27M 0.66% 35

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Innovative Asset Advisors Group's ORCL Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Oracle (ORCL) stake by 3.6% in Q2 2026, buying an estimated $50.6K and bringing the position to 8,094 shares worth $1.19M. The position accounts for 0.52% of the portfolio, ranked #41.

Innovative Asset Advisors Group first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. 3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Innovative Asset Advisors Group held 8,094 shares of Oracle worth $1.19M as of Q2 2026.
  • Innovative Asset Advisors Group bought 279 Oracle shares in Q2 2026, an estimated $50.6K.
  • Oracle made up 0.52% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #41 holding.
  • Innovative Asset Advisors Group first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
  • 3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.