Navellier & Associates’s Oracle ORCL Stock Holding History

Navellier & Associates’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	$687K	Buy	4,688 +1,298	+38%	+$235K	0.05%	212
2026 Q1	$499K	Sell	3,390 -100	-3%	-$16.3K	0.05%	215
2025 Q4	$680K	Sell	3,490 -2,269	-39%	-$540K	0.08%	184
2025 Q3	$1.62M	Buy	5,759 +1,139	+25%	+$290K	0.16%	130
2025 Q2	$1.01M	Hold	4,620	–	–	0.13%	135
2025 Q1	$690K	Buy	4,620 +2,662	+136%	+$433K	0.1%	173
2024 Q4	$326K	Sell	1,958 -278	-12%	-$49.4K	0.04%	270
2024 Q3	$381K	Sell	2,236 -308	-12%	-$44.6K	0.05%	256
2024 Q2	$359K	Hold	2,544	–	–	0.04%	276
2024 Q1	$320K	Hold	2,544	–	–	0.04%	282
2023 Q4	$268K	Sell	2,544 -13	-0.5%	-$1.42K	0.04%	286
2023 Q3	$271K	Buy	+2,557	New	+$296K	0.05%	275
2015 Q3	–	Sell	-5,155	Closed	-$208K	–	363
2015 Q2	$208K	Buy	5,155 +15	+0.3%	+$651	0.02%	335
2015 Q1	$222K	Hold	5,140	–	–	0.02%	316
2014 Q4	$231K	Sell	5,140 -2,225	-30%	-$90.5K	0.01%	290
2014 Q3	$282K	Hold	7,365	–	–	0.01%	266
2014 Q2	$299K	Hold	7,365	–	–	0.01%	255
2014 Q1	$301K	Sell	7,365 -241	-3%	-$9.17K	0.01%	255
2013 Q4	$291K	Buy	+7,606	New	+$261K	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

Navellier & Associates's ORCL Position: Q2 2026 in Review

Navellier & Associates increased its Oracle (ORCL) stake by 38% in Q2 2026, buying an estimated $235K and bringing the position to 4,688 shares worth $687K. The position accounts for 0.05% of the portfolio, ranked #212.

Navellier & Associates first reported a position in ORCL in Q4 2013 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Navellier & Associates held 4,688 shares of Oracle worth $687K as of Q2 2026.
Navellier & Associates bought 1,298 Oracle shares in Q2 2026, an estimated $235K.
Oracle made up 0.05% of Navellier & Associates's portfolio in Q2 2026, its #212 holding.
Navellier & Associates first reported a position in Oracle in Q4 2013 and has held it in 19 quarters since.
Navellier & Associates's Oracle position peaked at $1.62M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.