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Principal Securities’s Oracle ORCL Stock Holding History

Principal Securities’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 		$6.34M Buy
43,235
+79
+0.2% +$14.3K 0.08% 232
2026
Q1 		$6.35M Sell
43,156
-946
-2% -$154K 0.09% 206
2025
Q4 		$8.6M Sell
44,102
-5,497
-11% -$1.31M 0.13% 152
2025
Q3 		$13.9M Sell
49,599
-11,306
-19% -$2.88M 0.23% 78
2025
Q2 		$13.3M Buy
60,905
+21,064
+53% +$3.4M 0.25% 77
2025
Q1 		$6.64M Hold
39,841
– – 0.15% 136
2024
Q4 		$6.64M Buy
39,841
+4,322
+12% +$768K 0.15% 135
2024
Q3 		$6.05M Buy
35,519
+7,811
+28% +$1.13M 0.15% 133
2024
Q2 		$3.91M Buy
27,708
+5,139
+23% +$638K 0.11% 172
2024
Q1 		$2.83M Buy
22,569
+3,609
+19% +$413K 0.09% 211
2023
Q4 		$2M Buy
+18,960
New +$2.07M 0.07% 248

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

Principal Securities's ORCL Position: Q2 2026 in Review

Principal Securities increased its Oracle (ORCL) stake by 0.18% in Q2 2026, buying an estimated $14.3K and bringing the position to 43,235 shares worth $6.34M. The position accounts for 0.08% of the portfolio, ranked #232.

Principal Securities first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Principal Securities held 43,235 shares of Oracle worth $6.34M as of Q2 2026.
  • Principal Securities bought 79 Oracle shares in Q2 2026, an estimated $14.3K.
  • Oracle made up 0.08% of Principal Securities's portfolio in Q2 2026, its #232 holding.
  • Principal Securities first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Oracle position peaked at $13.9M in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.