Tred Avon Family Wealth’s Oracle ORCL Stock Holding History

Tred Avon Family 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	$918K	Sell	6,267 -147	-2%	-$26.6K	0.28%	100
2026 Q1	$944K	Sell	6,414 -364	-5%	-$59.2K	0.31%	87
2025 Q4	$1.32M	Sell	6,778 -7	-0.1%	-$1.67K	0.43%	56
2025 Q3	$1.91M	Buy	+6,785	New	+$1.73M	0.66%	32

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 $3.38T AUM 44.17% 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

Tred Avon Family Wealth's ORCL Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $26.6K and leaving 6,267 shares worth $918K. The position accounts for 0.28% of the portfolio, ranked #100.

Tred Avon Family Wealth first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Tred Avon Family Wealth held 6,267 shares of Oracle worth $918K as of Q2 2026.
Tred Avon Family Wealth sold 147 Oracle shares in Q2 2026, an estimated $26.6K.
Oracle made up 0.28% of Tred Avon Family Wealth's portfolio in Q2 2026, its #100 holding.
Tred Avon Family Wealth first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
Tred Avon Family Wealth's Oracle position peaked at $1.91M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.