SAG
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SageView Advisory Group’s Oracle ORCL Stock Holding History

SageView 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 		$2.42M Buy
16,533
+2,105
+15% +$381K 0.08% 139
2026
Q1 		$2.12M Sell
14,428
-2,527
-15% -$411K 0.08% 131
2025
Q4 		$3.3M Sell
16,955
-1,204
-7% -$287K 0.11% 110
2025
Q3 		$5.11M Sell
18,159
-1,063
-6% -$271K 0.18% 72
2025
Q2 		$4.76M Buy
19,222
+3,939
+26% +$636K 0.18% 62
2025
Q1 		$2.14M Buy
15,283
+585
+4% +$95.2K 0.09% 118
2024
Q4 		$2.45M Buy
14,698
+4,365
+42% +$775K 0.11% 108
2024
Q3 		$1.76M Sell
10,333
-1,113
-10% -$161K 0.09% 126
2024
Q2 		$1.62M Buy
+11,446
New +$1.42M 0.08% 149
2024
Q1 		– Sell
-12,812
Closed -$1.46M – 706
2023
Q4 		$1.46M Buy
12,812
+1,975
+18% +$216K 0.06% 197
2023
Q3 		$1.15M Buy
10,837
+5,106
+89% +$591K 0.07% 187
2023
Q2 		$682K Buy
5,731
+1,518
+36% +$157K 0.04% 290
2023
Q1 		$391K Sell
4,213
-705
-14% -$61.8K 0.03% 346
2022
Q4 		$402K Buy
+4,918
New +$374K 0.03% 272

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

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

SageView Advisory Group increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $381K and bringing the position to 16,533 shares worth $2.42M. The position accounts for 0.08% of the portfolio, ranked #139.

SageView Advisory Group first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.11M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SageView Advisory Group held 16,533 shares of Oracle worth $2.42M as of Q2 2026.
  • SageView Advisory Group bought 2,105 Oracle shares in Q2 2026, an estimated $381K.
  • Oracle made up 0.08% of SageView Advisory Group's portfolio in Q2 2026, its #139 holding.
  • SageView Advisory Group first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Oracle position peaked at $5.11M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.