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Operose Advisors’s Oracle ORCL Stock Holding History

Operose 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 		$117K Buy
801
+223
+39% +$40.4K 0.02% 221
2026
Q1 		$85K Buy
578
+256
+80% +$41.6K 0.02% 235
2025
Q4 		$62.8K Buy
322
+8
+3% +$1.91K 0.01% 260
2025
Q3 		$88.3K Hold
314
– – 0.02% 210
2025
Q2 		$68.7K Hold
314
– – 0.02% 206
2025
Q1 		$43.9K Buy
314
+105
+50% +$17.1K 0.01% 220
2024
Q4 		$34.8K Sell
209
-10,314
-98% -$1.83M 0.01% 238
2024
Q3 		$1.79M Hold
10,523
– – 0.58% 22
2024
Q2 		$1.49M Hold
10,523
– – 0.53% 23
2024
Q1 		$1.32M Hold
10,523
– – 0.45% 28
2023
Q4 		$1.11M Hold
10,523
– – 0.44% 25
2023
Q3 		$1.11M Hold
10,523
– – 0.44% 26
2023
Q2 		$1.25M Buy
10,523
+8,989
+586% +$929K 0.57% 23
2023
Q1 		$143K Buy
1,534
+1,398
+1,028% +$123K 0.07% 93
2022
Q4 		$11.1K Buy
+136
New +$10.3K 0.01% 269
2022
Q3 		– Sell
-295
Closed -$21K – 347
2022
Q2 		$21K Hold
295
– – 0.01% 198
2022
Q1 		$24K Hold
295
– – 0.02% 197
2021
Q4 		$26K Buy
+295
New +$27.7K 0.02% 186

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

Operose Advisors's ORCL Position: Q2 2026 in Review

Operose Advisors increased its Oracle (ORCL) stake by 39% in Q2 2026, buying an estimated $40.4K and bringing the position to 801 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #221.

Operose Advisors first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.79M in Q3 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Operose Advisors held 801 shares of Oracle worth $117K as of Q2 2026.
  • Operose Advisors bought 223 Oracle shares in Q2 2026, an estimated $40.4K.
  • Oracle made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #221 holding.
  • Operose Advisors first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Operose Advisors's Oracle position peaked at $1.79M in Q3 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.