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Principia Wealth Advisory’s Oracle ORCL Stock Holding History

Principia Wealth Advisory’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 		$18.9K Buy
129
+18
+16% +$3.26K 0.01% 182
2026
Q1 		$16.3K Buy
111
+19
+21% +$3.09K 0.01% 173
2025
Q4 		$17.9K Buy
92
+11
+14% +$2.62K 0.01% 161
2025
Q3 		$22.8K Buy
81
+8
+11% +$2.04K 0.02% 158
2025
Q2 		$16K Buy
73
+5
+7% +$807 0.01% 140
2025
Q1 		$9.5K Buy
68
+27
+66% +$4.4K 0.01% 133
2024
Q4 		$6.83K Buy
+41
New +$7.28K 0.01% 137

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

Principia Wealth Advisory's ORCL Position: Q2 2026 in Review

Principia Wealth Advisory increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $3.26K and bringing the position to 129 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #182.

Principia Wealth Advisory first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.8K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Principia Wealth Advisory held 129 shares of Oracle worth $18.9K as of Q2 2026.
  • Principia Wealth Advisory bought 18 Oracle shares in Q2 2026, an estimated $3.26K.
  • Oracle made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #182 holding.
  • Principia Wealth Advisory first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Oracle position peaked at $22.8K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.