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Tobias Financial Advisors’s Oracle ORCL Stock Holding History

Tobias Financial 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 		$200K Sell
1,367
-34
-2% -$6.16K 0.03% 144
2026
Q1 		$206K Sell
1,401
-78
-5% -$12.7K 0.03% 138
2025
Q4 		$288K Sell
1,479
-184
-11% -$43.8K 0.04% 111
2025
Q3 		$468K Sell
1,663
-97
-6% -$24.7K 0.07% 89
2025
Q2 		$385K Buy
1,760
+101
+6% +$16.3K 0.07% 90
2025
Q1 		$232K Buy
1,659
+11
+0.7% +$1.79K 0.05% 103
2024
Q4 		$275K Buy
1,648
+173
+12% +$30.7K 0.06% 91
2024
Q3 		$251K Sell
1,475
-139
-9% -$20.1K 0.05% 92
2024
Q2 		$228K Buy
+1,614
New +$200K 0.05% 93

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

Tobias Financial Advisors's ORCL Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Oracle (ORCL) stake by 2.4% in Q2 2026, selling an estimated $6.16K and leaving 1,367 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #144.

Tobias Financial Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $468K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Tobias Financial Advisors held 1,367 shares of Oracle worth $200K as of Q2 2026.
  • Tobias Financial Advisors sold 34 Oracle shares in Q2 2026, an estimated $6.16K.
  • Oracle made up 0.03% of Tobias Financial Advisors's portfolio in Q2 2026, its #144 holding.
  • Tobias Financial Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Tobias Financial Advisors's Oracle position peaked at $468K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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