United Advisor Group’s Oracle ORCL Stock Holding History

United Advisor 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	$778K	Buy	5,309 +1,002	+23%	+$182K	0.08%	246
2026 Q1	$634K	Sell	4,307 -1,567	-27%	-$255K	0.08%	243
2025 Q4	$1.14M	Buy	5,874 +2,952	+101%	+$703K	0.14%	163
2025 Q3	$822K	Sell	2,922 -580	-17%	-$148K	0.11%	196
2025 Q2	$766K	Buy	+3,502	New	+$565K	0.13%	164
2025 Q1	–	Sell	-1,775	Closed	-$296K	–	377
2024 Q4	$296K	Sell	1,775 -1,803	-50%	-$320K	0.06%	300
2024 Q3	$610K	Buy	+3,578	New	+$518K	0.14%	153

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

United Advisor Group's ORCL Position: Q2 2026 in Review

United Advisor Group increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $182K and bringing the position to 5,309 shares worth $778K. The position accounts for 0.08% of the portfolio, ranked #246.

United Advisor Group first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q4 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

United Advisor Group held 5,309 shares of Oracle worth $778K as of Q2 2026.
United Advisor Group bought 1,002 Oracle shares in Q2 2026, an estimated $182K.
Oracle made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #246 holding.
United Advisor Group first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
United Advisor Group's Oracle position peaked at $1.14M in Q4 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.