Okabena Investment Services’s Oracle ORCL Stock Holding History

Okabena Investment 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	$836K	Hold	5,705	–	–	0.15%	84
2026 Q1	$839K	Hold	5,705	–	–	0.16%	85
2025 Q4	$1.11M	Hold	5,705	–	–	0.21%	72
2025 Q3	$1.6M	Buy	+5,705	New	+$1.45M	0.31%	53
2023 Q4	–	Sell	-610	Closed	-$64.6K	–	132
2023 Q3	$64.6K	Hold	610	–	–	0.05%	66
2023 Q2	$72.6K	Hold	610	–	–	0.05%	65
2023 Q1	$56.7K	Hold	610	–	–	0.04%	72
2022 Q4	$49.9K	Hold	610	–	–	0.03%	98
2022 Q3	$37K	Hold	610	–	–	0.02%	142
2022 Q2	$43K	Hold	610	–	–	0.02%	140
2022 Q1	$50K	Hold	610	–	–	0.02%	143
2021 Q4	$53K	Hold	610	–	–	0.02%	152
2021 Q3	$53K	Hold	610	–	–	0.03%	94
2021 Q2	$47K	Hold	610	–	–	0.02%	88
2021 Q1	$43K	Hold	610	–	–	0.02%	66
2020 Q4	$39K	Hold	610	–	–	0.02%	65
2020 Q3	$36K	Hold	610	–	–	0.03%	69
2020 Q2	$34K	Buy	+610	New	+$32.3K	0.03%	65

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Okabena Investment Services's ORCL Position: Q2 2026 in Review

Okabena Investment Services held its Oracle (ORCL) position steady in Q2 2026 at 5,705 shares worth $836K. The position accounts for 0.15% of the portfolio, ranked #84.

Okabena Investment Services first reported a position in ORCL in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.6M in Q3 2025. 2,792 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Okabena Investment Services held 5,705 shares of Oracle worth $836K as of Q2 2026.
Okabena Investment Services left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.15% of Okabena Investment Services's portfolio in Q2 2026, its #84 holding.
Okabena Investment Services first reported a position in Oracle in Q2 2020 and has held it in 18 quarters since.
Okabena Investment Services's Oracle position peaked at $1.6M in Q3 2025.
2,792 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.