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IPG Investment Advisors’s Oracle ORCL Stock Holding History

IPG Investment 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 		$992K Sell
6,767
-4,509
-40% -$817K 0.14% 124
2026
Q1 		$1.66M Buy
11,276
+4,990
+79% +$811K 0.28% 71
2025
Q4 		$1.23M Buy
6,286
+4,574
+267% +$1.09M 0.21% 100
2025
Q3 		$481K Buy
1,712
+464
+37% +$118K 0.09% 133
2025
Q2 		$273K Buy
+1,248
New +$202K 0.05% 145
2024
Q4 		– Sell
-7,184
Closed -$1.22M – 196
2024
Q3 		$1.22M Buy
7,184
+5,373
+297% +$778K 0.27% 66
2024
Q2 		$256K Buy
+1,811
New +$225K 0.06% 137
2024
Q1 		– Sell
-8,400
Closed -$886K – 204
2023
Q4 		$886K Buy
+8,400
New +$917K 0.18% 79
2021
Q2 		– Sell
-7,750
Closed -$544K – 204
2021
Q1 		$544K Buy
+7,750
New +$502K 0.11% 117
2018
Q1 		– Sell
-5,217
Closed -$247K – 165
2017
Q4 		$247K Buy
+5,217
New +$256K 0.1% 113

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

IPG Investment Advisors's ORCL Position: Q2 2026 in Review

IPG Investment Advisors reduced its Oracle (ORCL) stake by 40% in Q2 2026, selling an estimated $817K and leaving 6,767 shares worth $992K. The position accounts for 0.14% of the portfolio, ranked #124.

IPG Investment Advisors first reported a position in ORCL in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.66M in Q1 2026. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • IPG Investment Advisors held 6,767 shares of Oracle worth $992K as of Q2 2026.
  • IPG Investment Advisors sold 4,509 Oracle shares in Q2 2026, an estimated $817K.
  • Oracle made up 0.14% of IPG Investment Advisors's portfolio in Q2 2026, its #124 holding.
  • IPG Investment Advisors first reported a position in Oracle in Q4 2017 and has held it in 10 quarters since.
  • IPG Investment Advisors's Oracle position peaked at $1.66M in Q1 2026.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.