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Shelter Rock Management’s Oracle ORCL Stock Holding History

Shelter Rock Management’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 		$201K Hold
1,370
– – 0.19% 36
2026
Q1 		$202K Hold
1,370
– – 0.21% 34
2025
Q4 		$267K Buy
+1,370
New +$326K 0.27% 34

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

Shelter Rock Management's ORCL Position: Q2 2026 in Review

Shelter Rock Management held its Oracle (ORCL) position steady in Q2 2026 at 1,370 shares worth $201K. The position accounts for 0.19% of the portfolio, ranked #36.

Shelter Rock Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Shelter Rock Management held 1,370 shares of Oracle worth $201K as of Q2 2026.
  • Shelter Rock Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.19% of Shelter Rock Management's portfolio in Q2 2026, its #36 holding.
  • Shelter Rock Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Shelter Rock Management's Oracle position peaked at $267K in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shelter Rock Management's 13F filing for Q2 2026, filed 13 Jul 2026.