SVB Wealth’s Oracle ORCL Stock Holding History

SVB 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
2015 Q1	–	Sell	-4,000	Closed	-$180K	–	563
2014 Q4	$180K	Buy	+4,000	New	+$163K	0.01%	524

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth's ORCL Position: Q2 2026 in Review

SVB Wealth reduced its Oracle (ORCL) stake by 7.5% in Q2 2026, selling an estimated $707K and leaving 47,901 shares worth $7.02M. The position accounts for 0.44% of the portfolio, ranked #49.

SVB Wealth first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $32M in Q3 2018. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

SVB Wealth held 47,901 shares of Oracle worth $7.02M as of Q2 2026.
SVB Wealth sold 3,902 Oracle shares in Q2 2026, an estimated $707K.
Oracle made up 0.44% of SVB Wealth's portfolio in Q2 2026, its #49 holding.
SVB Wealth first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
SVB Wealth's Oracle position peaked at $32M in Q3 2018.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.