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StrongBox Wealth’s Oracle ORCL Stock Holding History

StrongBox Wealth’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 		$2.42M Buy
16,499
+54
+0.3% +$9.79K 0.69% 38
2026
Q1 		$2.42M Sell
16,445
-5,160
-24% -$839K 0.77% 38
2025
Q4 		$4.21M Buy
21,605
+6,201
+40% +$1.48M 1.38% 28
2025
Q3 		$4.33M Buy
15,404
+6,235
+68% +$1.59M 1.47% 27
2025
Q2 		$2M Buy
9,169
+1,643
+22% +$265K 0.76% 38
2025
Q1 		$1.05M Buy
7,526
+6,043
+407% +$984K 0.44% 49
2024
Q4 		$247K Buy
+1,483
New +$263K 0.1% 83

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

StrongBox Wealth's ORCL Position: Q2 2026 in Review

StrongBox Wealth increased its Oracle (ORCL) stake by 0.33% in Q2 2026, buying an estimated $9.79K and bringing the position to 16,499 shares worth $2.42M. The position accounts for 0.69% of the portfolio, ranked #38.

StrongBox Wealth first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.33M in Q3 2025. 3,512 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • StrongBox Wealth held 16,499 shares of Oracle worth $2.42M as of Q2 2026.
  • StrongBox Wealth bought 54 Oracle shares in Q2 2026, an estimated $9.79K.
  • Oracle made up 0.69% of StrongBox Wealth's portfolio in Q2 2026, its #38 holding.
  • StrongBox Wealth first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • StrongBox Wealth's Oracle position peaked at $4.33M in Q3 2025.
  • 3,512 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.