Tilia Fiduciary Partners’s Oracle ORCL Stock Holding History

Tilia Fiduciary Partners’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	$239K	Sell	1,630 -26	-2%	-$4.71K	0.11%	116
2026 Q1	$244K	Sell	1,656 -11,178	-87%	-$1.82M	0.13%	107
2025 Q4	$2.5M	Sell	12,834 -446	-3%	-$106K	1.38%	25
2025 Q3	$3.73M	Sell	13,280 -221	-2%	-$56.3K	2.16%	9
2025 Q2	$2.95M	Buy	13,501 +939	+7%	+$152K	1.8%	13
2025 Q1	$1.76M	Buy	+12,562	New	+$2.05M	1.17%	34
2023 Q3	–	Sell	-410	Closed	-$48.8K	–	350
2023 Q2	$48.8K	Buy	410 +4	+1%	+$414	0.04%	215
2023 Q1	$37.7K	Hold	406	–	–	0.04%	240
2022 Q4	$33.2K	Hold	406	–	–	0.03%	241
2022 Q3	$25K	Hold	406	–	–	0.03%	263
2022 Q2	$29K	Hold	406	–	–	0.03%	258
2022 Q1	$34K	Sell	406 -60	-13%	-$4.86K	0.03%	253
2021 Q4	$41K	Buy	+466	New	+$43.8K	0.03%	242

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

Tilia Fiduciary Partners's ORCL Position: Q2 2026 in Review

Tilia Fiduciary Partners reduced its Oracle (ORCL) stake by 1.6% in Q2 2026, selling an estimated $4.71K and leaving 1,630 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #116.

Tilia Fiduciary Partners first reported a position in ORCL in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.73M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Tilia Fiduciary Partners held 1,630 shares of Oracle worth $239K as of Q2 2026.
Tilia Fiduciary Partners sold 26 Oracle shares in Q2 2026, an estimated $4.71K.
Oracle made up 0.11% of Tilia Fiduciary Partners's portfolio in Q2 2026, its #116 holding.
Tilia Fiduciary Partners first reported a position in Oracle in Q4 2021 and has held it in 13 quarters since.
Tilia Fiduciary Partners's Oracle position peaked at $3.73M in Q3 2025.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2026, filed 18 Aug 2026.