Investors Asset Management of Georgia’s Oracle ORCL Stock Holding History

Investors Asset Management of Georgia’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	$758K	Buy	5,175 +300	+6%	+$54.4K	0.26%	95
2026 Q1	$717K	Buy	4,875 +13	+0.3%	+$2.11K	0.29%	89
2025 Q4	$948K	Buy	4,862 +12	+0.2%	+$2.86K	0.39%	73
2025 Q3	$1.36M	Hold	4,850	–	–	0.58%	52
2025 Q2	$1.06M	Hold	4,850	–	–	0.49%	62
2025 Q1	$678K	Hold	4,850	–	–	0.34%	75
2024 Q4	$808K	Hold	4,850	–	–	0.39%	68
2024 Q3	$826K	Hold	4,850	–	–	0.39%	66
2024 Q2	$685K	Hold	4,850	–	–	0.33%	74
2024 Q1	$609K	Hold	4,850	–	–	0.29%	83
2023 Q4	$511K	Hold	4,850	–	–	0.26%	87
2023 Q3	$513K	Hold	4,850	–	–	0.28%	90
2023 Q2	$578K	Hold	4,850	–	–	0.3%	84
2023 Q1	$451K	Hold	4,850	–	–	0.24%	97
2022 Q4	$396K	Hold	4,850	–	–	0.21%	109
2022 Q3	$296K	Hold	4,850	–	–	0.15%	128
2022 Q2	$339K	Hold	4,850	–	–	0.18%	116
2022 Q1	$401K	Hold	4,850	–	–	0.2%	116
2021 Q4	$423K	Hold	4,850	–	–	0.2%	112
2021 Q3	$423K	Hold	4,850	–	–	0.22%	106
2021 Q2	$378K	Hold	4,850	–	–	0.2%	111
2021 Q1	$340K	Hold	4,850	–	–	0.2%	116
2020 Q4	$314K	Sell	4,850 -100	-2%	-$5.95K	0.21%	101
2020 Q3	$296K	Sell	4,950 -30	-0.6%	-$1.7K	0.2%	104
2020 Q2	$275K	Hold	4,980	–	–	0.19%	109
2020 Q1	$241K	Hold	4,980	–	–	0.2%	108
2019 Q4	$264K	Hold	4,980	–	–	0.16%	129
2019 Q3	$274K	Hold	4,980	–	–	0.17%	119
2019 Q2	$284K	Hold	4,980	–	–	0.19%	118
2019 Q1	$267K	Hold	4,980	–	–	0.19%	118
2018 Q4	$225K	Hold	4,980	–	–	0.18%	122
2018 Q3	$257K	Hold	4,980	–	–	0.18%	123
2018 Q2	$219K	Hold	4,980	–	–	0.16%	132
2018 Q1	$228K	Hold	4,980	–	–	0.17%	128
2017 Q4	$235K	Hold	4,980	–	–	0.17%	126
2017 Q3	$241K	Hold	4,980	–	–	0.18%	126
2017 Q2	$250K	Sell	4,980 -200	-4%	-$9.12K	0.17%	120
2017 Q1	$231K	Buy	+5,180	New	+$216K	0.16%	128
2016 Q4	–	Sell	-5,180	Closed	-$203K	–	138
2016 Q3	$203K	Hold	5,180	–	–	0.15%	120
2016 Q2	$212K	Hold	5,180	–	–	0.17%	117
2016 Q1	$212K	Buy	+5,180	New	+$192K	0.18%	114
2015 Q3	–	Sell	-5,180	Closed	-$209K	–	137
2015 Q2	$209K	Hold	5,180	–	–	0.18%	121
2015 Q1	$224K	Sell	5,180 -100	-2%	-$4.33K	0.18%	117
2014 Q4	$237K	Buy	+5,280	New	+$215K	0.21%	115

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investors Asset Management of Georgia's ORCL Position: Q2 2026 in Review

Investors Asset Management of Georgia increased its Oracle (ORCL) stake by 6.2% in Q2 2026, buying an estimated $54.4K and bringing the position to 5,175 shares worth $758K. The position accounts for 0.26% of the portfolio, ranked #95.

Investors Asset Management of Georgia first reported a position in ORCL in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.36M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Investors Asset Management of Georgia held 5,175 shares of Oracle worth $758K as of Q2 2026.
Investors Asset Management of Georgia bought 300 Oracle shares in Q2 2026, an estimated $54.4K.
Oracle made up 0.26% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #95 holding.
Investors Asset Management of Georgia first reported a position in Oracle in Q4 2014 and has held it in 44 quarters since.
Investors Asset Management of Georgia's Oracle position peaked at $1.36M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.