RIS
ORCL icon

Richmond Investment Services’s Oracle ORCL Stock Holding History

Richmond Investment Services’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 		– Sell
-1,533
Closed -$226K – 218
2026
Q1 		$226K Buy
1,533
+210
+16% +$34.1K 0.04% 237
2025
Q4 		$258K Sell
1,323
-8
-0.6% -$1.91K 0.04% 200
2025
Q3 		$374K Buy
1,331
+256
+24% +$65.2K 0.07% 160
2025
Q2 		$235K Buy
+1,075
New +$174K 0.05% 191

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

Richmond Investment Services's ORCL Position: Q2 2026 in Review

Richmond Investment Services sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,533 shares — an estimated $226K sold.

Richmond Investment Services first reported a position in ORCL in Q2 2025 and held it in 4 quarters. The position peaked at $374K in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Richmond Investment Services reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 1,533 Oracle shares in Q2 2026, an estimated $226K.
  • Richmond Investment Services first reported a position in Oracle in Q2 2025 and held it in 4 quarters.
  • Richmond Investment Services's Oracle position peaked at $374K in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.