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World Investment Advisors’s Oracle ORCL Stock Holding History

World Investment Advisors’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 		$9.92M Sell
67,469
-4,105
-6% -$744K 0.16% 139
2026
Q1 		$10.5M Buy
71,574
+13,135
+22% +$2.14M 0.17% 135
2025
Q4 		$11.4M Buy
58,439
+10,887
+23% +$2.59M 0.18% 124
2025
Q3 		$13.4M Sell
47,552
-18,637
-28% -$4.75M 0.27% 75
2025
Q2 		$14.5M Buy
66,189
+5,280
+9% +$853K 0.33% 60
2025
Q1 		$8.52M Sell
60,909
-6,157
-9% -$1M 0.22% 109
2024
Q4 		$11.2M Sell
67,066
-4,093
-6% -$727K 0.31% 70
2024
Q3 		$12.1M Buy
71,159
+46,790
+192% +$6.78M 0.38% 57
2024
Q2 		$3.44M Buy
24,369
+18,707
+330% +$2.32M 0.21% 97
2024
Q1 		$711K Sell
5,662
-1,585
-22% -$181K 0.1% 179
2023
Q4 		$764K Buy
7,247
+4,551
+169% +$497K 0.1% 171
2023
Q3 		$286K Hold
2,696
– – 0.06% 208
2023
Q2 		$321K Sell
2,696
-8
-0.3% -$827 0.06% 190
2023
Q1 		$251K Hold
2,704
– – 0.05% 197
2022
Q4 		$221K Sell
2,704
-1,504
-36% -$114K 0.05% 213
2022
Q3 		$257K Sell
4,208
-47
-1% -$3.44K 0.06% 198
2022
Q2 		$329K Sell
4,255
-52
-1% -$3.81K 0.07% 187
2022
Q1 		$356K Buy
4,307
+38
+0.9% +$3.08K 0.07% 182
2021
Q4 		$349K Buy
+4,269
New +$401K 0.07% 181

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 $3.38T AUM 44.17% 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

World Investment Advisors's ORCL Position: Q2 2026 in Review

World Investment Advisors reduced its Oracle (ORCL) stake by 5.7% in Q2 2026, selling an estimated $744K and leaving 67,469 shares worth $9.92M. The position accounts for 0.16% of the portfolio, ranked #139.

World Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.5M in Q2 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • World Investment Advisors held 67,469 shares of Oracle worth $9.92M as of Q2 2026.
  • World Investment Advisors sold 4,105 Oracle shares in Q2 2026, an estimated $744K.
  • Oracle made up 0.16% of World Investment Advisors's portfolio in Q2 2026, its #139 holding.
  • World Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • World Investment Advisors's Oracle position peaked at $14.5M in Q2 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.