NIM
ORCL icon

NEOS Investment Management’s Oracle ORCL Stock Holding History

NEOS Investment 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 		$40.4M Buy
275,413
+28,338
+11% +$5.14M 0.15% 116
2026
Q1 		$36.3M Buy
247,075
+16,031
+7% +$2.61M 0.18% 98
2025
Q4 		$45M Buy
231,044
+39,572
+21% +$9.42M 0.26% 72
2025
Q3 		$53.8M Buy
191,472
+57,805
+43% +$14.7M 0.4% 43
2025
Q2 		$29.2M Buy
133,667
+28,511
+27% +$4.6M 0.36% 54
2025
Q1 		$14.7M Buy
105,156
+20,066
+24% +$3.27M 0.28% 72
2024
Q4 		$14.2M Buy
85,090
+10,772
+14% +$1.91M 0.33% 52
2024
Q3 		$12.7M Buy
74,318
+15,428
+26% +$2.23M 0.38% 52
2024
Q2 		$8.32M Buy
58,890
+18,924
+47% +$2.35M 0.34% 53
2024
Q1 		$5.02M Buy
39,966
+17,473
+78% +$2M 0.31% 62
2023
Q4 		$2.37M Buy
22,493
+6,841
+44% +$747K 0.22% 90
2023
Q3 		$1.66M Buy
+15,652
New +$1.81M 0.21% 103

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

NEOS Investment Management's ORCL Position: Q2 2026 in Review

NEOS Investment Management increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $5.14M and bringing the position to 275,413 shares worth $40.4M. The position accounts for 0.15% of the portfolio, ranked #116.

NEOS Investment Management first reported a position in ORCL in Q3 2023 and has held it in 12 quarters since. The position peaked at $53.8M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • NEOS Investment Management held 275,413 shares of Oracle worth $40.4M as of Q2 2026.
  • NEOS Investment Management bought 28,338 Oracle shares in Q2 2026, an estimated $5.14M.
  • Oracle made up 0.15% of NEOS Investment Management's portfolio in Q2 2026, its #116 holding.
  • NEOS Investment Management first reported a position in Oracle in Q3 2023 and has held it in 12 quarters since.
  • NEOS Investment Management's Oracle position peaked at $53.8M in Q3 2025.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.