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Simplicity Wealth’s Oracle ORCL Stock Holding History

Simplicity Wealth’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 		$7.41M Buy
50,546
+21,075
+72% +$3.82M 0.25% 92
2026
Q1 		$4.34M Buy
29,471
+4,121
+16% +$670K 0.25% 89
2025
Q4 		$4.94M Sell
25,350
-12,899
-34% -$3.07M 0.29% 75
2025
Q3 		$10.8M Sell
38,249
-11,109
-23% -$2.83M 0.62% 26
2025
Q2 		$10.8M Buy
49,358
+23,668
+92% +$3.82M 0.45% 45
2025
Q1 		$3.59M Buy
25,690
+19,090
+289% +$3.11M 0.28% 85
2024
Q4 		$1.1M Sell
6,600
-5,146
-44% -$914K 0.23% 83
2024
Q3 		$2M Sell
11,746
-37,121
-76% -$5.38M 0.19% 113
2024
Q2 		$6.9M Buy
48,867
+1,307
+3% +$162K 0.16% 136
2024
Q1 		$5.97M Buy
+47,560
New +$5.44M 0.14% 147

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

Simplicity Wealth's ORCL Position: Q2 2026 in Review

Simplicity Wealth increased its Oracle (ORCL) stake by 72% in Q2 2026, buying an estimated $3.82M and bringing the position to 50,546 shares worth $7.41M. The position accounts for 0.25% of the portfolio, ranked #92.

Simplicity Wealth first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.8M in Q2 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Simplicity Wealth held 50,546 shares of Oracle worth $7.41M as of Q2 2026.
  • Simplicity Wealth bought 21,075 Oracle shares in Q2 2026, an estimated $3.82M.
  • Oracle made up 0.25% of Simplicity Wealth's portfolio in Q2 2026, its #92 holding.
  • Simplicity Wealth first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • Simplicity Wealth's Oracle position peaked at $10.8M in Q2 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.