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Roehl & Yi Investment Advisors’s Oracle ORCL Stock Holding History

Roehl & Yi Investment Advisors’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 		$796K Sell
5,430
-159
-3% -$28.8K 0.26% 80
2026
Q1 		$822K Buy
5,589
+849
+18% +$138K 0.31% 67
2025
Q4 		$924K Sell
4,740
-264
-5% -$62.9K 0.37% 58
2025
Q3 		$1.41M Sell
5,004
-885
-15% -$225K 0.61% 35
2025
Q2 		$1.29M Buy
5,889
+356
+6% +$57.5K 0.66% 30
2025
Q1 		$774K Buy
5,533
+233
+4% +$37.9K 0.42% 53
2024
Q4 		$883K Buy
+5,300
New +$941K 0.49% 48

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

Roehl & Yi Investment Advisors's ORCL Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Oracle (ORCL) stake by 2.8% in Q2 2026, selling an estimated $28.8K and leaving 5,430 shares worth $796K. The position accounts for 0.26% of the portfolio, ranked #80.

Roehl & Yi Investment Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Roehl & Yi Investment Advisors held 5,430 shares of Oracle worth $796K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 159 Oracle shares in Q2 2026, an estimated $28.8K.
  • Oracle made up 0.26% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #80 holding.
  • Roehl & Yi Investment Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Oracle position peaked at $1.41M in Q3 2025.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.