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Safeguard Investment Advisory Group’s Oracle ORCL Stock Holding History

Safeguard Investment 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 		$246K Sell
1,678
-8
-0.5% -$1.45K 0.06% 144
2026
Q1 		$248K Buy
1,686
+10
+0.6% +$1.63K 0.07% 113
2025
Q4 		$327K Sell
1,676
-158
-9% -$37.6K 0.08% 94
2025
Q3 		$516K Sell
1,834
-135
-7% -$34.4K 0.13% 74
2025
Q2 		$430K Buy
1,969
+252
+15% +$40.7K 0.11% 83
2025
Q1 		$240K Sell
1,717
-44
-2% -$7.16K 0.07% 117
2024
Q4 		$293K Sell
1,761
-201
-10% -$35.7K 0.08% 88
2024
Q3 		$334K Buy
1,962
+239
+14% +$34.6K 0.1% 76
2024
Q2 		$243K Sell
1,723
-37
-2% -$4.59K 0.08% 90
2024
Q1 		$221K Buy
+1,760
New +$201K 0.08% 94
2023
Q3 		– Sell
-1,719
Closed -$205K – 102
2023
Q2 		$205K Buy
+1,719
New +$178K 0.09% 93
2021
Q1 		– Sell
-2,507
Closed -$162K – 501
2020
Q4 		$162K Buy
+2,507
New +$149K 0.14% 85

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

Safeguard Investment Advisory Group's ORCL Position: Q2 2026 in Review

Safeguard Investment Advisory Group reduced its Oracle (ORCL) stake by 0.47% in Q2 2026, selling an estimated $1.45K and leaving 1,678 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #144.

Safeguard Investment Advisory Group first reported a position in ORCL in Q4 2020 and has held it in 12 quarters since. The position peaked at $516K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Safeguard Investment Advisory Group held 1,678 shares of Oracle worth $246K as of Q2 2026.
  • Safeguard Investment Advisory Group sold 8 Oracle shares in Q2 2026, an estimated $1.45K.
  • Oracle made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #144 holding.
  • Safeguard Investment Advisory Group first reported a position in Oracle in Q4 2020 and has held it in 12 quarters since.
  • Safeguard Investment Advisory Group's Oracle position peaked at $516K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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