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Stiles Financial Services’s Oracle ORCL Stock Holding History

Stiles Financial Services’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 		$1.33M Buy
9,049
+2,413
+36% +$437K 0.33% 76
2026
Q1 		$976K Buy
6,636
+3,590
+118% +$584K 0.3% 81
2025
Q4 		$594K Buy
3,046
+1,975
+184% +$470K 0.18% 113
2025
Q3 		$301K Buy
+1,071
New +$273K 0.1% 152

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

Stiles Financial Services's ORCL Position: Q2 2026 in Review

Stiles Financial Services increased its Oracle (ORCL) stake by 36% in Q2 2026, buying an estimated $437K and bringing the position to 9,049 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #76.

Stiles Financial Services first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Stiles Financial Services held 9,049 shares of Oracle worth $1.33M as of Q2 2026.
  • Stiles Financial Services bought 2,413 Oracle shares in Q2 2026, an estimated $437K.
  • Oracle made up 0.33% of Stiles Financial Services's portfolio in Q2 2026, its #76 holding.
  • Stiles Financial Services first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.