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ORCL icon

ViaWealth’s Oracle ORCL Stock Holding History

ViaWealth’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 		$1.48M Sell
10,097
-239
-2% -$43.3K 0.74% 37
2026
Q1 		$1.52M Buy
10,336
+3,937
+62% +$640K 0.85% 33
2025
Q4 		$1.25M Buy
6,399
+748
+13% +$178K 0.7% 38
2025
Q3 		$1.59M Buy
5,651
+69
+1% +$17.6K 0.87% 32
2025
Q2 		$1.22M Buy
5,582
+359
+7% +$58K 0.72% 42
2025
Q1 		$730K Buy
5,223
+1,427
+38% +$232K 0.45% 68
2024
Q4 		$633K Sell
3,796
-47
-1% -$8.35K 0.38% 81
2024
Q3 		$655K Buy
3,843
+3
+0.1% +$435 0.38% 82
2024
Q2 		$542K Buy
3,840
+352
+10% +$43.7K 0.34% 93
2024
Q1 		$438K Buy
3,488
+563
+19% +$64.4K 0.27% 111
2023
Q4 		$308K Buy
2,925
+925
+46% +$101K 0.21% 128
2023
Q3 		$212K Hold
2,000
– – 0.16% 149
2023
Q2 		$238K Buy
+2,000
New +$207K 0.18% 138

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

ViaWealth's ORCL Position: Q2 2026 in Review

ViaWealth reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $43.3K and leaving 10,097 shares worth $1.48M. The position accounts for 0.74% of the portfolio, ranked #37.

ViaWealth first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.59M in Q3 2025. 3,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • ViaWealth held 10,097 shares of Oracle worth $1.48M as of Q2 2026.
  • ViaWealth sold 239 Oracle shares in Q2 2026, an estimated $43.3K.
  • Oracle made up 0.74% of ViaWealth's portfolio in Q2 2026, its #37 holding.
  • ViaWealth first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • ViaWealth's Oracle position peaked at $1.59M in Q3 2025.
  • 3,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.