SimplyRich’s Oracle ORCL Stock Holding History

SimplyRich’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	$492K	Sell	3,363 -750	-18%	-$136K	0.12%	129
2026 Q1	$605K	Hold	4,113	–	–	0.15%	131
2025 Q4	$801K	Hold	4,113	–	–	0.21%	94
2025 Q3	$1.16M	Hold	4,113	–	–	0.31%	76
2025 Q2	$899K	Hold	4,113	–	–	0.25%	87
2025 Q1	$575K	Hold	4,113	–	–	0.17%	119
2024 Q4	$685K	Hold	4,113	–	–	0.2%	100
2024 Q3	$700K	Hold	4,113	–	–	0.2%	104
2024 Q2	$580K	Hold	4,113	–	–	0.18%	105
2024 Q1	$517K	Hold	4,113	–	–	0.17%	112
2023 Q4	$434K	Hold	4,113	–	–	0.15%	121
2023 Q3	$435K	Hold	4,113	–	–	0.21%	100
2023 Q2	$489K	Hold	4,113	–	–	0.17%	115
2023 Q1	$382K	Hold	4,113	–	–	0.14%	125
2022 Q4	$336K	Hold	4,113	–	–	0.13%	133
2022 Q3	$251K	Hold	4,113	–	–	0.11%	141
2022 Q2	$287K	Hold	4,113	–	–	0.12%	135
2022 Q1	$340K	Hold	4,113	–	–	0.12%	138
2021 Q4	$359K	Hold	4,113	–	–	0.12%	135
2021 Q3	$358K	Hold	4,113	–	–	0.13%	133
2021 Q2	$320K	Hold	4,113	–	–	0.15%	126
2021 Q1	$289K	Hold	4,113	–	–	0.11%	138
2020 Q4	$266K	Hold	4,113	–	–	0.12%	133
2020 Q3	$246K	Hold	4,113	–	–	0.12%	130
2020 Q2	$225K	Hold	4,113	–	–	0.12%	130
2020 Q1	$207K	Hold	4,113	–	–	0.14%	115
2019 Q4	$217K	Hold	4,113	–	–	0.11%	145
2019 Q3	$222K	Hold	4,113	–	–	0.12%	141
2019 Q2	$234K	Buy	+4,113	New	+$223K	0.13%	143
2018 Q4	–	Sell	-4,113	Closed	-$212K	–	123
2018 Q3	$212K	Buy	+4,113	New	+$200K	0.12%	155

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SimplyRich's ORCL Position: Q2 2026 in Review

SimplyRich reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $136K and leaving 3,363 shares worth $492K. The position accounts for 0.12% of the portfolio, ranked #129.

SimplyRich first reported a position in ORCL in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.16M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SimplyRich held 3,363 shares of Oracle worth $492K as of Q2 2026.
SimplyRich sold 750 Oracle shares in Q2 2026, an estimated $136K.
Oracle made up 0.12% of SimplyRich's portfolio in Q2 2026, its #129 holding.
SimplyRich first reported a position in Oracle in Q3 2018 and has held it in 30 quarters since.
SimplyRich's Oracle position peaked at $1.16M in Q3 2025.
3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.