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Strategic Investment Advisors’s Oracle ORCL Stock Holding History

Strategic 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 		$1.78M Buy
12,179
+670
+6% +$121K 0.11% 88
2026
Q1 		$1.61M Buy
11,509
+7,797
+210% +$1.27M 0.11% 93
2025
Q4 		$724K Sell
3,712
-424
-10% -$101K 0.06% 127
2025
Q3 		$1.16M Buy
4,136
+1,135
+38% +$289K 0.1% 90
2025
Q2 		$656K Sell
3,001
-3,924
-57% -$634K 0.06% 132
2025
Q1 		$968K Sell
6,925
-1,235
-15% -$201K 0.1% 110
2024
Q4 		$1.36M Sell
8,160
-179
-2% -$31.8K 0.14% 83
2024
Q3 		$1.42M Sell
8,339
-157
-2% -$22.7K 0.16% 86
2024
Q2 		$1.2M Sell
8,496
-662
-7% -$82.2K 0.15% 94
2024
Q1 		$1.15M Sell
9,158
-515
-5% -$58.9K 0.15% 95
2023
Q4 		$1.02M Sell
9,673
-413
-4% -$45.1K 0.15% 96
2023
Q3 		$1.07M Sell
10,086
-132
-1% -$15.3K 0.18% 85
2023
Q2 		$1.22M Buy
10,218
+2,360
+30% +$244K 0.17% 64
2023
Q1 		$730K Buy
7,858
+5,112
+186% +$448K 0.13% 122
2022
Q4 		$224K Sell
2,746
-7,384
-73% -$561K 0.05% 213
2022
Q3 		$618K Buy
10,130
+84
+0.8% +$6.15K 0.14% 113
2022
Q2 		$702K Buy
10,046
+162
+2% +$11.9K 0.14% 117
2022
Q1 		$818K Sell
9,884
-11,268
-53% -$913K 0.15% 114
2021
Q4 		$1.84M Buy
21,152
+646
+3% +$60.7K 0.36% 53
2021
Q3 		$1.79M Buy
20,506
+1,749
+9% +$154K 0.39% 50
2021
Q2 		$1.46M Buy
+18,757
New +$1.47M 0.33% 66

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 $3.38T AUM 44.17% 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

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

Strategic Investment Advisors increased its Oracle (ORCL) stake by 5.8% in Q2 2026, buying an estimated $121K and bringing the position to 12,179 shares worth $1.78M. The position accounts for 0.11% of the portfolio, ranked #88.

Strategic Investment Advisors first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.84M in Q4 2021. 3,535 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Strategic Investment Advisors held 12,179 shares of Oracle worth $1.78M as of Q2 2026.
  • Strategic Investment Advisors bought 670 Oracle shares in Q2 2026, an estimated $121K.
  • Oracle made up 0.11% of Strategic Investment Advisors's portfolio in Q2 2026, its #88 holding.
  • Strategic Investment Advisors first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • Strategic Investment Advisors's Oracle position peaked at $1.84M in Q4 2021.
  • 3,535 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.