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Investor's Fiduciary Advisor Network’s Oracle ORCL Stock Holding History

Investor's Fiduciary Advisor Network’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 		$222K Sell
1,518
-156
-9% -$28.3K 0.08% 201
2026
Q1 		$246K Sell
1,674
-535
-24% -$87K 0.08% 240
2025
Q4 		$430K Buy
2,209
+5
+0.2% +$1.19K 0.09% 187
2025
Q3 		$619K Sell
2,204
-506
-19% -$129K 0.21% 116
2025
Q2 		$592K Buy
+2,710
New +$438K 0.22% 115
2025
Q1 		– Sell
-2,754
Closed -$458K – 190
2024
Q4 		$458K Buy
+2,754
New +$489K 0.18% 137

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 $3.38T AUM 44.17% 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

Investor's Fiduciary Advisor Network's ORCL Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Oracle (ORCL) stake by 9.3% in Q2 2026, selling an estimated $28.3K and leaving 1,518 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #201.

Investor's Fiduciary Advisor Network first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $619K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Investor's Fiduciary Advisor Network held 1,518 shares of Oracle worth $222K as of Q2 2026.
  • Investor's Fiduciary Advisor Network sold 156 Oracle shares in Q2 2026, an estimated $28.3K.
  • Oracle made up 0.08% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #201 holding.
  • Investor's Fiduciary Advisor Network first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Investor's Fiduciary Advisor Network's Oracle position peaked at $619K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.