OPA
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Old Port Advisors’s Oracle ORCL Stock Holding History

Old Port Advisors’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 		$698K Buy
4,761
+35
+0.7% +$6.34K 0.14% 147
2026
Q1 		$695K Buy
4,726
+131
+3% +$21.3K 0.16% 139
2025
Q4 		$896K Buy
4,595
+117
+3% +$27.9K 0.22% 114
2025
Q3 		$1.26M Sell
4,478
-49
-1% -$12.5K 0.32% 99
2025
Q2 		$990K Buy
4,527
+126
+3% +$20.3K 0.27% 103
2025
Q1 		$615K Buy
4,401
+964
+28% +$157K 0.18% 127
2024
Q4 		$573K Sell
3,437
-2
-0.1% -$355 0.16% 129
2024
Q3 		$586K Buy
3,439
+218
+7% +$31.6K 0.16% 133
2024
Q2 		$455K Buy
3,221
+709
+28% +$88K 0.14% 147
2024
Q1 		$316K Sell
2,512
-43
-2% -$4.92K 0.1% 172
2023
Q4 		$269K Sell
2,555
-37
-1% -$4.04K 0.09% 181
2023
Q3 		$275K Buy
+2,592
New +$300K 0.1% 174
2023
Q1 		$257K Sell
2,730
-125
-4% -$11K 0.09% 185
2022
Q4 		$233K Buy
+2,855
New +$217K 0.09% 196
2022
Q3 		– Sell
-3,010
Closed -$217K – 221
2022
Q2 		$217K Sell
3,010
-32
-1% -$2.34K 0.08% 206
2022
Q1 		$250K Sell
3,042
-78
-3% -$6.32K 0.09% 202
2021
Q4 		$269K Hold
3,120
– – 0.09% 188
2021
Q3 		$285K Sell
3,120
-5
-0.2% -$442 0.1% 182
2021
Q2 		$276K Sell
3,125
-67
-2% -$5.25K 0.1% 186
2021
Q1 		$224K Sell
3,192
-100
-3% -$6.47K 0.09% 196
2020
Q4 		$210K Buy
+3,292
New +$196K 0.09% 178

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

Old Port Advisors's ORCL Position: Q2 2026 in Review

Old Port Advisors increased its Oracle (ORCL) stake by 0.74% in Q2 2026, buying an estimated $6.34K and bringing the position to 4,761 shares worth $698K. The position accounts for 0.14% of the portfolio, ranked #147.

Old Port Advisors first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.26M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Old Port Advisors held 4,761 shares of Oracle worth $698K as of Q2 2026.
  • Old Port Advisors bought 35 Oracle shares in Q2 2026, an estimated $6.34K.
  • Oracle made up 0.14% of Old Port Advisors's portfolio in Q2 2026, its #147 holding.
  • Old Port Advisors first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • Old Port Advisors's Oracle position peaked at $1.26M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Old Port Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.