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ORCL icon

INVST’s Oracle ORCL Stock Holding History

INVST’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 		$366K Sell
2,497
-320
-11% -$58K 0.04% 284
2026
Q1 		$414K Buy
2,817
+968
+52% +$157K 0.05% 263
2025
Q4 		$360K Buy
1,849
+120
+7% +$28.6K 0.04% 254
2025
Q3 		$486K Sell
1,729
-132
-7% -$33.6K 0.06% 240
2025
Q2 		$407K Buy
1,861
+12
+0.6% +$1.94K 0.05% 242
2025
Q1 		$258K Sell
1,849
-950
-34% -$155K 0.04% 256
2024
Q4 		$466K Sell
2,799
-89
-3% -$15.8K 0.06% 178
2024
Q3 		$492K Sell
2,888
-484
-14% -$70.1K 0.06% 179
2024
Q2 		$482K Buy
3,372
+79
+2% +$9.81K 0.05% 169
2024
Q1 		$413K Sell
3,293
-6
-0.2% -$687 0.05% 164
2023
Q4 		$380K Buy
3,299
+86
+3% +$9.39K 0.05% 165
2023
Q3 		$340K Buy
3,213
+81
+3% +$9.38K 0.05% 160
2023
Q2 		$373K Buy
3,132
+6
+0.2% +$620 0.05% 146
2023
Q1 		$297K Buy
3,126
+133
+4% +$11.7K 0.05% 142
2022
Q4 		$265K Buy
+2,993
New +$227K 0.04% 140
2021
Q4 		– Sell
-2,448
Closed -$213K – 211
2021
Q3 		$213K Hold
2,448
– – 0.03% 182
2021
Q2 		$214K Buy
+2,448
New +$192K 0.04% 182
2018
Q3 		– Sell
-23,968
Closed -$1.06M – 55
2018
Q2 		$1.06M Sell
23,968
-57
-0.2% -$2.63K 0.62% 26
2018
Q1 		$1.08M Buy
24,025
+95
+0.4% +$4.72K 0.69% 23
2017
Q4 		$1.13M Buy
23,930
+167
+0.7% +$8.19K 0.83% 23
2017
Q3 		$1.15M Buy
23,763
+769
+3% +$38.3K 1.01% 21
2017
Q2 		$1.03M Buy
+22,994
New +$1.05M 1.46% 19

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

INVST's ORCL Position: Q2 2026 in Review

INVST reduced its Oracle (ORCL) stake by 11% in Q2 2026, selling an estimated $58K and leaving 2,497 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #284.

INVST first reported a position in ORCL in Q2 2017 and has held it in 22 quarters since. The position peaked at $1.15M in Q3 2017. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • INVST held 2,497 shares of Oracle worth $366K as of Q2 2026.
  • INVST sold 320 Oracle shares in Q2 2026, an estimated $58K.
  • Oracle made up 0.04% of INVST's portfolio in Q2 2026, its #284 holding.
  • INVST first reported a position in Oracle in Q2 2017 and has held it in 22 quarters since.
  • INVST's Oracle position peaked at $1.15M in Q3 2017.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.