McAdam LLC’s Oracle ORCL Stock Holding History

McAdam LLC’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
2024 Q1	–	Sell	-13,800	Closed	-$889	–	312
2023 Q4	$889	Hold	13,800	–	–	﹤0.01%	279
2023 Q3	$20.1K	Hold	13,800	–	–	﹤0.01%	254
2023 Q2	$14.5K	Buy	+13,800	New	+$1.43M	﹤0.01%	260

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

McAdam LLC's ORCL Position: Q2 2026 in Review

McAdam LLC increased its Oracle (ORCL) stake by 9.9% in Q2 2026, buying an estimated $335K and bringing the position to 20,562 shares worth $3.01M. The position accounts for 0.12% of the portfolio, ranked #86.

McAdam LLC first reported a position in ORCL in Q1 2018 and has held it in 29 quarters since. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

McAdam LLC held 20,562 shares of Oracle worth $3.01M as of Q2 2026.
McAdam LLC bought 1,849 Oracle shares in Q2 2026, an estimated $335K.
Oracle made up 0.12% of McAdam LLC's portfolio in Q2 2026, its #86 holding.
McAdam LLC first reported a position in Oracle in Q1 2018 and has held it in 29 quarters since.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.