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Trivium Point Advisory’s Oracle ORCL Stock Holding History

Trivium Point Advisory’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 		$1.96M Buy
13,400
+2,239
+20% +$406K 0.18% 128
2026
Q1 		$1.64M Sell
11,161
-49,615
-82% -$8.06M 0.3% 83
2025
Q4 		$11.8M Buy
60,776
+11,229
+23% +$2.67M 1.19% 15
2025
Q3 		$13.9M Sell
49,547
-3,988
-7% -$1.02M 1.42% 10
2025
Q2 		$11.7M Buy
53,535
+19,196
+56% +$3.1M 1.27% 9
2025
Q1 		$4.8M Buy
34,339
+12,580
+58% +$2.05M 0.6% 45
2024
Q4 		$3.63M Sell
21,759
-442
-2% -$78.5K 0.46% 61
2024
Q3 		$4.21M Buy
22,201
+3,140
+16% +$455K 0.59% 50
2024
Q2 		$2.69M Buy
19,061
+16,644
+689% +$2.07M 0.4% 78
2024
Q1 		$304K Sell
2,417
-11
-0.5% -$1.26K 0.07% 187
2023
Q4 		$256K Sell
2,428
-83
-3% -$9.06K 0.06% 177
2023
Q3 		$262K Sell
2,511
-17
-0.7% -$1.97K 0.07% 168
2023
Q2 		$301K Sell
2,528
-56
-2% -$5.79K 0.08% 167
2023
Q1 		$240K Hold
2,584
– – 0.06% 174
2022
Q4 		$221K Buy
+2,584
New +$196K 0.06% 172
2022
Q2 		– Sell
-2,848
Closed -$234K – 229
2022
Q1 		$234K Sell
2,848
-305
-10% -$24.7K 0.05% 206
2021
Q4 		$275K Buy
3,153
+205
+7% +$19.2K 0.06% 203
2021
Q3 		$272K Buy
2,948
+20
+0.7% +$1.77K 0.06% 192
2021
Q2 		$228K Sell
2,928
-15
-0.5% -$1.17K 0.06% 196
2021
Q1 		$207K Buy
+2,943
New +$191K 0.06% 183

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 $3.37T AUM 44.26% 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

Trivium Point Advisory's ORCL Position: Q2 2026 in Review

Trivium Point Advisory increased its Oracle (ORCL) stake by 20% in Q2 2026, buying an estimated $406K and bringing the position to 13,400 shares worth $1.96M. The position accounts for 0.18% of the portfolio, ranked #128.

Trivium Point Advisory first reported a position in ORCL in Q1 2021 and has held it in 20 quarters since. The position peaked at $13.9M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Trivium Point Advisory held 13,400 shares of Oracle worth $1.96M as of Q2 2026.
  • Trivium Point Advisory bought 2,239 Oracle shares in Q2 2026, an estimated $406K.
  • Oracle made up 0.18% of Trivium Point Advisory's portfolio in Q2 2026, its #128 holding.
  • Trivium Point Advisory first reported a position in Oracle in Q1 2021 and has held it in 20 quarters since.
  • Trivium Point Advisory's Oracle position peaked at $13.9M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.