Vanguard Personalized Indexing Management
ORCL icon

Vanguard Personalized Indexing Management’s Oracle ORCL Stock Holding History

Vanguard Personalized Indexing Management’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 		$47.7M Buy
325,428
+30,477
+10% +$5.52M 0.39% 38
2026
Q1 		$43.4M Buy
294,951
+16,400
+6% +$2.67M 0.43% 34
2025
Q4 		$54.3M Buy
278,551
+2,538
+0.9% +$604K 0.53% 22
2025
Q3 		$77.7M Buy
276,013
+4,792
+2% +$1.22M 0.8% 15
2025
Q2 		$59.3M Buy
271,221
+40,952
+18% +$6.61M 0.67% 18
2025
Q1 		$32.2M Buy
230,269
+10,795
+5% +$1.76M 0.47% 26
2024
Q4 		$36.6M Buy
219,474
+10,763
+5% +$1.91M 0.55% 22
2024
Q3 		$35.6M Buy
208,711
+16,561
+9% +$2.4M 0.57% 23
2024
Q2 		$26.8M Buy
192,150
+19,706
+11% +$2.45M 0.51% 24
2024
Q1 		$21.7M Buy
172,444
+13,606
+9% +$1.56M 0.46% 28
2023
Q4 		$16.7M Buy
158,838
+12,460
+9% +$1.36M 0.43% 30
2023
Q3 		$15.5M Buy
146,378
+6,202
+4% +$718K 0.46% 31
2023
Q2 		$16.7M Buy
140,176
+5,473
+4% +$566K 0.51% 26
2023
Q1 		$12.5M Buy
134,703
+23,266
+21% +$2.04M 0.43% 32
2022
Q4 		$9.11M Sell
111,437
-16,089
-13% -$1.22M 0.38% 43
2022
Q3 		$7.79M Buy
127,526
+16,742
+15% +$1.23M 0.35% 44
2022
Q2 		$7.74M Buy
110,784
+25,850
+30% +$1.89M 0.36% 39
2022
Q1 		$7.03M Buy
84,934
+9,727
+13% +$788K 0.34% 41
2021
Q4 		$6.56M Buy
75,207
+34,729
+86% +$3.26M 0.39% 39
2021
Q3 		$3.53M Buy
40,478
+7,050
+21% +$623K 0.32% 50
2021
Q2 		$2.6M Buy
33,428
+1,748
+6% +$137K 0.27% 64
2021
Q1 		$2.22M Buy
31,680
+10,826
+52% +$701K 0.34% 51
2020
Q4 		$1.35M Buy
20,854
+193
+0.9% +$11.5K 0.29% 72
2020
Q3 		$1.23M Buy
20,661
+8,586
+71% +$488K 0.35% 62
2020
Q2 		$667K Buy
12,075
+3,197
+36% +$169K 0.3% 77
2020
Q1 		$429K Buy
+8,878
New +$458K 0.25% 105

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

Vanguard Personalized Indexing Management's ORCL Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $5.52M and bringing the position to 325,428 shares worth $47.7M. The position accounts for 0.39% of the portfolio, ranked #38.

Vanguard Personalized Indexing Management first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $77.7M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Vanguard Personalized Indexing Management held 325,428 shares of Oracle worth $47.7M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 30,477 Oracle shares in Q2 2026, an estimated $5.52M.
  • Oracle made up 0.39% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #38 holding.
  • Vanguard Personalized Indexing Management first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Vanguard Personalized Indexing Management's Oracle position peaked at $77.7M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.