Warner Group’s Oracle ORCL Stock Holding History

Warner 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	$393K	Buy	+2,680	New	+$486K	0.1%	92
2025 Q4	–	Sell	-800	Closed	-$225K	–	77
2025 Q3	$225K	Buy	+800	New	+$204K	0.15%	56

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

Warner Group's ORCL Position: Q2 2026 in Review

Warner Group opened a new position in Oracle (ORCL) in Q2 2026: 2,680 shares worth $393K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Warner Group previously reported a position in ORCL as recently as Q3 2025.

Warner Group first reported a position in ORCL in Q3 2025 and has held it in 2 quarters since. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Warner Group held 2,680 shares of Oracle worth $393K as of Q2 2026.
Oracle was a new Warner Group position in Q2 2026.
Oracle made up 0.1% of Warner Group's portfolio in Q2 2026, its #92 holding.
Warner Group first reported a position in Oracle in Q3 2025 and has held it in 2 quarters since.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.