RBO & Co’s Oracle ORCL Stock Holding History

RBO & Co’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	$742K	Sell	5,063 -1,537	-23%	-$279K	0.12%	43
2026 Q1	$971K	Hold	6,600	–	–	0.16%	41
2025 Q4	$1.29M	Hold	6,600	–	–	0.2%	38
2025 Q3	$1.86M	Hold	6,600	–	–	0.29%	36
2025 Q2	$1.44M	Hold	6,600	–	–	0.23%	39
2025 Q1	$923K	Hold	6,600	–	–	0.15%	39
2024 Q4	$1.1M	Hold	6,600	–	–	0.18%	39
2024 Q3	$1.12M	Hold	6,600	–	–	0.18%	39
2024 Q2	$932K	Hold	6,600	–	–	0.17%	40
2024 Q1	$829K	Hold	6,600	–	–	0.14%	42
2023 Q4	$696K	Hold	6,600	–	–	0.12%	44
2023 Q3	$699K	Hold	6,600	–	–	0.13%	43
2023 Q2	$786K	Hold	6,600	–	–	0.13%	41
2023 Q1	$613K	Hold	6,600	–	–	0.11%	40
2022 Q4	$539K	Hold	6,600	–	–	0.1%	40
2022 Q3	$403K	Hold	6,600	–	–	0.08%	46
2022 Q2	$461K	Hold	6,600	–	–	0.08%	45
2022 Q1	$546K	Hold	6,600	–	–	0.09%	46
2021 Q4	$576K	Hold	6,600	–	–	0.09%	46
2021 Q3	$575K	Hold	6,600	–	–	0.1%	46
2021 Q2	$514K	Hold	6,600	–	–	0.09%	47
2021 Q1	$463K	Hold	6,600	–	–	0.08%	49
2020 Q4	$427K	Hold	6,600	–	–	0.09%	43
2020 Q3	$394K	Buy	+6,600	New	+$375K	0.09%	43

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RBO & Co's ORCL Position: Q2 2026 in Review

RBO & Co reduced its Oracle (ORCL) stake by 23% in Q2 2026, selling an estimated $279K and leaving 5,063 shares worth $742K. The position accounts for 0.12% of the portfolio, ranked #43.

RBO & Co first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.86M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

RBO & Co held 5,063 shares of Oracle worth $742K as of Q2 2026.
RBO & Co sold 1,537 Oracle shares in Q2 2026, an estimated $279K.
Oracle made up 0.12% of RBO & Co's portfolio in Q2 2026, its #43 holding.
RBO & Co first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
RBO & Co's Oracle position peaked at $1.86M in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on RBO & Co's 13F filing for Q2 2026, filed 13 Aug 2026.