IAG
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Investment Advisory Group’s Oracle ORCL Stock Holding History

Investment Advisory 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 		$346K Buy
2,359
+224
+10% +$40.6K 0.08% 153
2026
Q1 		$314K Buy
2,135
+57
+3% +$9.27K 0.08% 144
2025
Q4 		$405K Buy
2,078
+58
+3% +$13.8K 0.1% 120
2025
Q3 		$568K Sell
2,020
-166
-8% -$42.3K 0.15% 101
2025
Q2 		$478K Buy
2,186
+18
+0.8% +$2.91K 0.14% 109
2025
Q1 		$303K Hold
2,168
– – 0.1% 128
2024
Q4 		$361K Buy
2,168
+240
+12% +$42.6K 0.12% 111
2024
Q3 		$329K Buy
1,928
+219
+13% +$31.7K 0.11% 123
2024
Q2 		$241K Sell
1,709
-1
-0.1% -$124 0.09% 138
2024
Q1 		$215K Buy
+1,710
New +$196K 0.09% 148
2023
Q3 		– Sell
-1,683
Closed -$200K – 151
2023
Q2 		$200K Buy
+1,683
New +$174K 0.1% 142

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

Investment Advisory Group's ORCL Position: Q2 2026 in Review

Investment Advisory Group increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $40.6K and bringing the position to 2,359 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #153.

Investment Advisory Group first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $568K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Investment Advisory Group held 2,359 shares of Oracle worth $346K as of Q2 2026.
  • Investment Advisory Group bought 224 Oracle shares in Q2 2026, an estimated $40.6K.
  • Oracle made up 0.08% of Investment Advisory Group's portfolio in Q2 2026, its #153 holding.
  • Investment Advisory Group first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
  • Investment Advisory Group's Oracle position peaked at $568K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.