Invesco’s Oracle ORCL Stock Holding History

Invesco’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
2020 Q1	–	Sell	-35,900	Closed	-$1.9M	–	3698
2019 Q4	$1.9M	Hold	35,900	–	–	﹤0.01%	2671
2019 Q3	$1.98M	Sell	35,900 -4,100	-10%	-$226K	﹤0.01%	2643
2019 Q2	$2.28M	Buy	40,000 +36,000	+900%	+$1.95M	﹤0.01%	2641
2019 Q1	$215K	Hold	4,000	–	–	﹤0.01%	3608
2018 Q4	$181K	Hold	4,000	–	–	﹤0.01%	3577
2018 Q3	$206K	Buy	4,000 +600	+18%	+$29.1K	﹤0.01%	3697
2018 Q2	$150K	Buy	+3,400	New	+$157K	﹤0.01%	3741
2017 Q1	–	Sell	-1,200	Closed	-$46K	–	3738
2016 Q4	$46K	Hold	1,200	–	–	﹤0.01%	3663
2016 Q3	$47K	Hold	1,200	–	–	﹤0.01%	3636
2016 Q2	$49K	Hold	1,200	–	–	﹤0.01%	3658
2016 Q1	$49K	Hold	1,200	–	–	﹤0.01%	3667
2015 Q4	$44K	Hold	1,200	–	–	﹤0.01%	3708
2015 Q3	$43K	Buy	+1,200	New	+$46.1K	﹤0.01%	3743

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Invesco's ORCL Position: Q3 2026 in Review

Invesco increased its Oracle (ORCL) stake by 4.6% in Q3 2026, buying an estimated $35.5M and bringing the position to 5,683,029 shares worth $780M. The position accounts for 0.06% of the portfolio, ranked #230.

Invesco first reported a position in ORCL in Q2 2013 and has held it in 54 quarters since. The position peaked at $2.9B in Q3 2025. 2,773 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Invesco held 5,683,029 shares of Oracle worth $780M as of Q3 2026.
Invesco bought 251,717 Oracle shares in Q3 2026, an estimated $35.5M.
Oracle made up 0.06% of Invesco's portfolio in Q3 2026, its #230 holding.
Invesco first reported a position in Oracle in Q2 2013 and has held it in 54 quarters since.
Invesco's Oracle position peaked at $2.9B in Q3 2025.
2,773 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Invesco's 13F filing for Q3 2026, filed 12 Nov 2026.