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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 		$58.6K Buy
+400
New +$72.5K 0.01% 539

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

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.