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Invested Advisors’s Oracle ORCL Stock Holding History

Invested Advisors’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 		$216K Sell
1,473
-8
-0.5% -$1.45K 0.19% 140
2026
Q1 		$218K Buy
1,481
+67
+5% +$10.9K 0.22% 127
2025
Q4 		$276K Sell
1,414
-228
-14% -$54.3K 0.29% 97
2025
Q3 		$268K Buy
+1,642
New +$418K 0.39% 80

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

Invested Advisors's ORCL Position: Q2 2026 in Review

Invested Advisors reduced its Oracle (ORCL) stake by 0.54% in Q2 2026, selling an estimated $1.45K and leaving 1,473 shares worth $216K. The position accounts for 0.19% of the portfolio, ranked #140.

Invested Advisors first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $276K in Q4 2025. 3,533 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Invested Advisors held 1,473 shares of Oracle worth $216K as of Q2 2026.
  • Invested Advisors sold 8 Oracle shares in Q2 2026, an estimated $1.45K.
  • Oracle made up 0.19% of Invested Advisors's portfolio in Q2 2026, its #140 holding.
  • Invested Advisors first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Oracle position peaked at $276K in Q4 2025.
  • 3,533 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.