OFO
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OneAscent Family Office’s Oracle ORCL Stock Holding History

OneAscent Family Office’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 		$804K Buy
5,488
+1,251
+30% +$227K 0.41% 56
2026
Q1 		$623K Buy
4,237
+462
+12% +$75.1K 0.44% 54
2025
Q4 		$736K Buy
3,775
+782
+26% +$186K 0.5% 51
2025
Q3 		$842K Buy
2,993
+3
+0.1% +$764 0.68% 36
2025
Q2 		$654K Buy
2,990
+1,263
+73% +$204K 0.62% 42
2025
Q1 		$242K Sell
1,727
-1,032
-37% -$168K 0.23% 104
2024
Q4 		$460K Buy
+2,759
New +$490K 0.84% 26

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 $3.38T AUM 44.17% 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

OneAscent Family Office's ORCL Position: Q2 2026 in Review

OneAscent Family Office increased its Oracle (ORCL) stake by 30% in Q2 2026, buying an estimated $227K and bringing the position to 5,488 shares worth $804K. The position accounts for 0.41% of the portfolio, ranked #56.

OneAscent Family Office first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $842K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • OneAscent Family Office held 5,488 shares of Oracle worth $804K as of Q2 2026.
  • OneAscent Family Office bought 1,251 Oracle shares in Q2 2026, an estimated $227K.
  • Oracle made up 0.41% of OneAscent Family Office's portfolio in Q2 2026, its #56 holding.
  • OneAscent Family Office first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Family Office's Oracle position peaked at $842K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.