NW
ORCL icon

Naviter Wealth’s Oracle ORCL Stock Holding History

Naviter Wealth’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 		$2.33M Buy
15,925
+3,094
+24% +$561K 0.21% 109
2026
Q1 		$1.89M Buy
12,831
+3,293
+35% +$535K 0.24% 100
2025
Q4 		$1.86M Sell
9,538
-2,236
-19% -$532K 0.24% 101
2025
Q3 		$3.31M Buy
11,774
+1,069
+10% +$272K 0.39% 64
2025
Q2 		$2.34M Sell
10,705
-381
-3% -$61.5K 0.29% 92
2025
Q1 		$1.56M Buy
11,086
+323
+3% +$52.6K 0.19% 140
2024
Q4 		$1.79M Buy
10,763
+3,562
+49% +$633K 0.22% 127
2024
Q3 		$1.23M Sell
7,201
-116
-2% -$16.8K 0.17% 146
2024
Q2 		$1.03M Buy
7,317
+1,240
+20% +$154K 0.15% 156
2024
Q1 		$763K Buy
+6,077
New +$696K 0.12% 174

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

Naviter Wealth's ORCL Position: Q2 2026 in Review

Naviter Wealth increased its Oracle (ORCL) stake by 24% in Q2 2026, buying an estimated $561K and bringing the position to 15,925 shares worth $2.33M. The position accounts for 0.21% of the portfolio, ranked #109.

Naviter Wealth first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.31M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Naviter Wealth held 15,925 shares of Oracle worth $2.33M as of Q2 2026.
  • Naviter Wealth bought 3,094 Oracle shares in Q2 2026, an estimated $561K.
  • Oracle made up 0.21% of Naviter Wealth's portfolio in Q2 2026, its #109 holding.
  • Naviter Wealth first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Naviter Wealth's Oracle position peaked at $3.31M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.