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Private Advisory Group’s Oracle ORCL Stock Holding History

Private Advisory Group’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 		$354K Sell
2,417
-505
-17% -$91.5K 0.02% 242
2026
Q1 		$430K Sell
2,922
-2,173
-43% -$353K 0.03% 211
2025
Q4 		$993K Sell
5,095
-38,677
-88% -$9.21M 0.08% 120
2025
Q3 		$12.3M Sell
43,772
-23,015
-34% -$5.86M 1.01% 28
2025
Q2 		$14.6M Sell
66,787
-28,974
-30% -$4.68M 1.32% 17
2025
Q1 		$13.4M Buy
95,761
+87,738
+1,094% +$14.3M 1.5% 16
2024
Q4 		$1.34M Buy
+8,023
New +$1.43M 0.15% 97

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

Private Advisory Group's ORCL Position: Q2 2026 in Review

Private Advisory Group reduced its Oracle (ORCL) stake by 17% in Q2 2026, selling an estimated $91.5K and leaving 2,417 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #242.

Private Advisory Group first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q2 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Private Advisory Group held 2,417 shares of Oracle worth $354K as of Q2 2026.
  • Private Advisory Group sold 505 Oracle shares in Q2 2026, an estimated $91.5K.
  • Oracle made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #242 holding.
  • Private Advisory Group first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Private Advisory Group's Oracle position peaked at $14.6M in Q2 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.