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Novak & Powell Financial Services’s Oracle ORCL Stock Holding History

Novak & Powell Financial Services’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 		$400K Buy
+2,728
New +$494K 0.19% 108
2026
Q1 		– Sell
-2,892
Closed -$564K – 168
2025
Q4 		$564K Buy
2,892
+200
+7% +$47.6K 0.29% 75
2025
Q3 		$757K Buy
+2,692
New +$686K 0.4% 54

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

Novak & Powell Financial Services's ORCL Position: Q2 2026 in Review

Novak & Powell Financial Services opened a new position in Oracle (ORCL) in Q2 2026: 2,728 shares worth $400K. The stake represents 0.19% of the portfolio and ranks #108 among its holdings. This is a return to the name: Novak & Powell Financial Services previously reported a position in ORCL as recently as Q4 2025.

Novak & Powell Financial Services first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $757K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Novak & Powell Financial Services held 2,728 shares of Oracle worth $400K as of Q2 2026.
  • Oracle was a new Novak & Powell Financial Services position in Q2 2026.
  • Oracle made up 0.19% of Novak & Powell Financial Services's portfolio in Q2 2026, its #108 holding.
  • Novak & Powell Financial Services first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Novak & Powell Financial Services's Oracle position peaked at $757K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.