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Millstone Evans Group’s Oracle ORCL Stock Holding History

Millstone Evans Group’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 		$3.06M Sell
20,872
-680
-3% -$123K 1.65% 10
2026
Q1 		$3.17M Sell
21,552
-37
-0.2% -$6.01K 1.9% 9
2025
Q4 		$4.21M Buy
21,589
+1,483
+7% +$353K 2.48% 5
2025
Q3 		$5.65M Buy
20,106
+28
+0.1% +$7.13K 3.59% 4
2025
Q2 		$4.39M Sell
20,078
-12,818
-39% -$2.07M 2.99% 5
2025
Q1 		$4.6M Buy
32,896
+28,379
+628% +$4.62M 3.12% 6
2024
Q4 		$753K Buy
+4,517
New +$802K 0.51% 39

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

Millstone Evans Group's ORCL Position: Q2 2026 in Review

Millstone Evans Group reduced its Oracle (ORCL) stake by 3.2% in Q2 2026, selling an estimated $123K and leaving 20,872 shares worth $3.06M. The position accounts for 1.65% of the portfolio, ranked #10.

Millstone Evans Group first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.65M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Millstone Evans Group held 20,872 shares of Oracle worth $3.06M as of Q2 2026.
  • Millstone Evans Group sold 680 Oracle shares in Q2 2026, an estimated $123K.
  • Oracle made up 1.65% of Millstone Evans Group's portfolio in Q2 2026, its #10 holding.
  • Millstone Evans Group first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Oracle position peaked at $5.65M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.