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SGL Investment Advisors’s Oracle ORCL Stock Holding History

SGL 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 		$554K Sell
3,666
-527
-13% -$95.5K 0.19% 92
2026
Q1 		$813K Buy
4,193
+65
+2% +$10.6K 0.31% 68
2025
Q4 		$563K Buy
4,128
+924
+29% +$220K 0.23% 84
2025
Q3 		$826K Sell
3,204
-42
-1% -$10.7K 0.34% 60
2025
Q2 		$761K Buy
3,246
+1,599
+97% +$258K 0.36% 55
2025
Q1 		$248K Buy
1,647
+86
+6% +$14K 0.13% 106
2024
Q4 		$269K Buy
1,561
+86
+6% +$15.3K 0.14% 91
2024
Q3 		$276K Buy
+1,475
New +$214K 0.14% 86

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

SGL Investment Advisors's ORCL Position: Q2 2026 in Review

SGL Investment Advisors reduced its Oracle (ORCL) stake by 13% in Q2 2026, selling an estimated $95.5K and leaving 3,666 shares worth $554K. The position accounts for 0.19% of the portfolio, ranked #92.

SGL Investment Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $826K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SGL Investment Advisors held 3,666 shares of Oracle worth $554K as of Q2 2026.
  • SGL Investment Advisors sold 527 Oracle shares in Q2 2026, an estimated $95.5K.
  • Oracle made up 0.19% of SGL Investment Advisors's portfolio in Q2 2026, its #92 holding.
  • SGL Investment Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • SGL Investment Advisors's Oracle position peaked at $826K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.