Trivant Custom Portfolio Group’s Oracle ORCL Stock Holding History

Trivant Custom Portfolio Group’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	–	Sell	-4,053	Closed	-$596K	–	85
2026 Q1	$596K	Buy	4,053 +20	+0.5%	+$3.25K	0.33%	69
2025 Q4	$786K	Buy	4,033 +31	+0.8%	+$7.38K	0.45%	61
2025 Q3	$1.13M	Sell	4,002 -43	-1%	-$10.9K	0.58%	50
2025 Q2	$884K	Buy	4,045 +836	+26%	+$135K	0.49%	63
2025 Q1	$449K	Buy	+3,209	New	+$522K	0.26%	70

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

Trivant Custom Portfolio Group's ORCL Position: Q2 2026 in Review

Trivant Custom Portfolio Group sold out of Oracle (ORCL) in Q2 2026, closing a stake of 4,053 shares — an estimated $596K sold.

Trivant Custom Portfolio Group first reported a position in ORCL in Q1 2025 and held it in 5 quarters. The position peaked at $1.13M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Trivant Custom Portfolio Group reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Trivant Custom Portfolio Group sold 4,053 Oracle shares in Q2 2026, an estimated $596K.
Trivant Custom Portfolio Group first reported a position in Oracle in Q1 2025 and held it in 5 quarters.
Trivant Custom Portfolio Group's Oracle position peaked at $1.13M in Q3 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.