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Smartleaf Asset Management’s Oracle ORCL Stock Holding History

Smartleaf Asset 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 		$4.05M Hold
27,417
– – 0.13% 138
2026
Q1 		$3.81M Buy
27,417
+1,563
+6% +$254K 0.14% 131
2025
Q4 		$5.1M Buy
25,854
+1,997
+8% +$475K 0.19% 89
2025
Q3 		$6.75M Buy
23,857
+6,362
+36% +$1.62M 0.42% 47
2025
Q2 		$3.68M Sell
17,495
-2,464
-12% -$398K 0.32% 60
2025
Q1 		$2.81M Buy
19,959
+1,119
+6% +$182K 0.27% 74
2024
Q4 		$3.14M Buy
18,840
+1,410
+8% +$250K 0.32% 63
2024
Q3 		$2.94M Buy
17,430
+5,170
+42% +$749K 0.36% 57
2024
Q2 		$1.72M Buy
12,260
+3,956
+48% +$491K 0.28% 76
2024
Q1 		$1.04M Buy
8,304
+4,157
+100% +$476K 0.2% 121
2023
Q4 		$437K Buy
+4,147
New +$453K 0.12% 180

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

Smartleaf Asset Management's ORCL Position: Q2 2026 in Review

Smartleaf Asset Management held its Oracle (ORCL) position steady in Q2 2026 at 27,417 shares worth $4.05M. The position accounts for 0.13% of the portfolio, ranked #138.

Smartleaf Asset Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.75M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Smartleaf Asset Management held 27,417 shares of Oracle worth $4.05M as of Q2 2026.
  • Smartleaf Asset Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.13% of Smartleaf Asset Management's portfolio in Q2 2026, its #138 holding.
  • Smartleaf Asset Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Oracle position peaked at $6.75M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.