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Perennial Investment Advisors’s Oracle ORCL Stock Holding History

Perennial Investment 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 		$1.61M Buy
10,982
+962
+10% +$174K 0.11% 160
2026
Q1 		$1.47M Buy
10,020
+491
+5% +$79.8K 0.12% 147
2025
Q4 		$1.86M Sell
9,529
-98
-1% -$23.3K 0.15% 123
2025
Q3 		$2.71M Buy
9,627
+245
+3% +$62.4K 0.22% 89
2025
Q2 		$2.05M Buy
9,382
+232
+3% +$37.5K 0.2% 101
2025
Q1 		$1.28M Buy
9,150
+2,989
+49% +$487K 0.14% 131
2024
Q4 		$1.03M Buy
6,161
+239
+4% +$42.5K 0.12% 146
2024
Q3 		$1.01M Sell
5,922
-166
-3% -$24K 0.13% 135
2024
Q2 		$860K Buy
6,088
+46
+0.8% +$5.71K 0.12% 137
2024
Q1 		$759K Buy
6,042
+537
+10% +$61.5K 0.12% 148
2023
Q4 		$580K Buy
5,505
+494
+10% +$53.9K 0.1% 163
2023
Q3 		$531K Sell
5,011
-354
-7% -$41K 0.1% 167
2023
Q2 		$639K Buy
5,365
+200
+4% +$20.7K 0.11% 153
2023
Q1 		$480K Buy
+5,165
New +$453K 0.09% 180

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

Perennial Investment Advisors's ORCL Position: Q2 2026 in Review

Perennial Investment Advisors increased its Oracle (ORCL) stake by 9.6% in Q2 2026, buying an estimated $174K and bringing the position to 10,982 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #160.

Perennial Investment Advisors first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.71M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Perennial Investment Advisors held 10,982 shares of Oracle worth $1.61M as of Q2 2026.
  • Perennial Investment Advisors bought 962 Oracle shares in Q2 2026, an estimated $174K.
  • Oracle made up 0.11% of Perennial Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • Perennial Investment Advisors first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Perennial Investment Advisors's Oracle position peaked at $2.71M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.