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Soltis Investment Advisors’s Oracle ORCL Stock Holding History

Soltis 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 		$5.2M Buy
35,449
+4,969
+16% +$901K 0.29% 91
2026
Q1 		$4.48M Buy
30,480
+2,559
+9% +$416K 0.28% 90
2025
Q4 		$5.44M Buy
27,921
+513
+2% +$122K 0.36% 71
2025
Q3 		$7.71M Sell
27,408
-5,529
-17% -$1.41M 0.53% 45
2025
Q2 		$7.2M Buy
32,937
+1,515
+5% +$245K 0.57% 38
2025
Q1 		$4.39M Sell
31,422
-921
-3% -$150K 0.39% 72
2024
Q4 		$5.39M Buy
32,343
+4,294
+15% +$763K 0.5% 56
2024
Q3 		$4.78M Buy
28,049
+8,983
+47% +$1.3M 0.47% 64
2024
Q2 		$2.69M Sell
19,066
-37,689
-66% -$4.68M 0.28% 95
2024
Q1 		$7.13M Buy
56,755
+38,863
+217% +$4.45M 0.8% 31
2023
Q4 		$1.89M Sell
17,892
-833
-4% -$90.9K 0.21% 117
2023
Q3 		$1.98M Sell
18,725
-238
-1% -$27.5K 0.26% 101
2023
Q2 		$2.26M Sell
18,963
-38,684
-67% -$4M 0.26% 100
2023
Q1 		$5.36M Buy
57,647
+1,055
+2% +$92.5K 0.68% 34
2022
Q4 		$4.63M Buy
56,592
+36,009
+175% +$2.74M 0.61% 44
2022
Q3 		$1.26M Buy
20,583
+4,491
+28% +$329K 0.19% 114
2022
Q2 		$1.12M Buy
16,092
+289
+2% +$21.2K 0.16% 117
2022
Q1 		$1.31M Buy
15,803
+10,219
+183% +$828K 0.18% 112
2021
Q4 		$487K Sell
5,584
-512
-8% -$48.1K 0.07% 171
2021
Q3 		$531K Buy
6,096
+53
+0.9% +$4.68K 0.08% 162
2021
Q2 		$470K Sell
6,043
-3,486
-37% -$273K 0.07% 170
2021
Q1 		$669K Sell
9,529
-187
-2% -$12.1K 0.12% 126
2020
Q4 		$629K Buy
9,716
+2,479
+34% +$148K 0.12% 126
2020
Q3 		$432K Buy
7,237
+253
+4% +$14.4K 0.1% 131
2020
Q2 		$386K Sell
6,984
-305
-4% -$16.2K 0.1% 135
2020
Q1 		$352K Buy
7,289
+176
+2% +$9.08K 0.11% 105
2019
Q4 		$377K Buy
+7,113
New +$392K 0.07% 107

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

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

Soltis Investment Advisors increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $901K and bringing the position to 35,449 shares worth $5.2M. The position accounts for 0.29% of the portfolio, ranked #91.

Soltis Investment Advisors first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.71M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Soltis Investment Advisors held 35,449 shares of Oracle worth $5.2M as of Q2 2026.
  • Soltis Investment Advisors bought 4,969 Oracle shares in Q2 2026, an estimated $901K.
  • Oracle made up 0.29% of Soltis Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • Soltis Investment Advisors first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • Soltis Investment Advisors's Oracle position peaked at $7.71M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.