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Milestone Asset Management’s Oracle ORCL Stock Holding History

Milestone Asset 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 		$4.06M Buy
+27,689
New +$5.02M 0.64% 46

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 $3.37T AUM 44.26% 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

Milestone Asset Management's ORCL Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Oracle (ORCL) in Q2 2026: 27,689 shares worth $4.06M. The stake represents 0.64% of the portfolio and ranks #46 among its holdings.

3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Milestone Asset Management held 27,689 shares of Oracle worth $4.06M as of Q2 2026.
  • Oracle was a new Milestone Asset Management position in Q2 2026.
  • Oracle made up 0.64% of Milestone Asset Management's portfolio in Q2 2026, its #46 holding.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.