Karpus Investment Management’s Oracle ORCL Stock Holding History

Karpus Investment Management’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	$520K	Hold	3,550	–	–	0.02%	212
2026 Q1	$522K	Hold	3,550	–	–	0.02%	208
2025 Q4	$692K	Hold	3,550	–	–	0.02%	190
2025 Q3	$998K	Hold	3,550	–	–	0.03%	176
2025 Q2	$776K	Hold	3,550	–	–	0.03%	180
2025 Q1	$496K	Hold	3,550	–	–	0.02%	187
2024 Q4	$592K	Hold	3,550	–	–	0.02%	191
2024 Q3	$605K	Hold	3,550	–	–	0.02%	196
2024 Q2	$501K	Hold	3,550	–	–	0.01%	206
2024 Q1	$446K	Hold	3,550	–	–	0.01%	222
2023 Q4	$374K	Hold	3,550	–	–	0.01%	232
2023 Q3	$376K	Hold	3,550	–	–	0.01%	244
2023 Q2	$423K	Hold	3,550	–	–	0.01%	277
2023 Q1	$330K	Hold	3,550	–	–	0.01%	325
2022 Q4	$290K	Hold	3,550	–	–	0.01%	386
2022 Q3	$217K	Hold	3,550	–	–	0.01%	472
2022 Q2	$248K	Hold	3,550	–	–	0.01%	458
2022 Q1	$294K	Hold	3,550	–	–	0.01%	393
2021 Q4	$310K	Hold	3,550	–	–	0.01%	335
2021 Q3	$309K	Hold	3,550	–	–	0.01%	268
2021 Q2	$276K	Buy	+3,550	New	+$278K	0.01%	267
2019 Q4	–	Sell	-6,158	Closed	-$339K	–	196
2019 Q3	$339K	Buy	6,158 +2,608	+73%	+$144K	0.01%	171
2019 Q2	$202K	Sell	3,550 -2,608	-42%	-$141K	0.01%	182
2019 Q1	$333K	Buy	+6,158	New	+$314K	0.01%	183
2018 Q3	–	Sell	-5,758	Closed	-$274K	–	202
2018 Q2	$274K	Hold	5,758	–	–	0.01%	159
2018 Q1	$263K	Hold	5,758	–	–	0.01%	154
2017 Q4	$272K	Buy	+5,758	New	+$282K	0.01%	136

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

Karpus Investment Management's ORCL Position: Q2 2026 in Review

Karpus Investment Management held its Oracle (ORCL) position steady in Q2 2026 at 3,550 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #212.

Karpus Investment Management first reported a position in ORCL in Q4 2017 and has held it in 27 quarters since. The position peaked at $998K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Karpus Investment Management held 3,550 shares of Oracle worth $520K as of Q2 2026.
Karpus Investment Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.02% of Karpus Investment Management's portfolio in Q2 2026, its #212 holding.
Karpus Investment Management first reported a position in Oracle in Q4 2017 and has held it in 27 quarters since.
Karpus Investment Management's Oracle position peaked at $998K in Q3 2025.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.