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Mount Yale Investment Advisors’s Oracle ORCL Stock Holding History

Mount Yale 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
2019
Q3 		– Sell
-29,400
Closed -$30K – 326
2019
Q2 		$30K Hold
29,400
– – 0.01% 304
2019
Q1 		$9K Buy
+29,400
New +$1.5M ﹤0.01% 302
2018
Q3 		– Sell
-29,400
Closed -$9K – 988
2018
Q2 		$9K Hold
29,400
– – ﹤0.01% 877
2018
Q1 		$18K Buy
+29,400
New +$1.46M ﹤0.01% 789

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

Mount Yale Investment Advisors's ORCL Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Oracle (ORCL) stake by 6.3% in Q2 2026, buying an estimated $494K and bringing the position to 45,728 shares worth $6.7M. The position accounts for 0.12% of the portfolio, ranked #187.

Mount Yale Investment Advisors first reported a position in ORCL in Q1 2018 and has held it in 34 quarters since. The position peaked at $9.5M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mount Yale Investment Advisors held 45,728 shares of Oracle worth $6.7M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,724 Oracle shares in Q2 2026, an estimated $494K.
  • Oracle made up 0.12% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #187 holding.
  • Mount Yale Investment Advisors first reported a position in Oracle in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's Oracle position peaked at $9.5M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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