XF
ORCL icon

XML Financial’s Oracle ORCL Stock Holding History

XML Financial’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 		$2.14M Sell
14,605
-200
-1% -$36.2K 0.16% 123
2026
Q1 		$2.18M Buy
14,805
+268
+2% +$43.6K 0.18% 116
2025
Q4 		$2.83M Buy
14,537
+700
+5% +$167K 0.23% 91
2025
Q3 		$3.89M Sell
13,837
-1,675
-11% -$427K 0.32% 79
2025
Q2 		$3.39M Buy
15,512
+404
+3% +$65.2K 0.29% 84
2025
Q1 		$2.11M Sell
15,108
-286
-2% -$46.6K 0.2% 112
2024
Q4 		$2.57M Sell
15,394
-1,844
-11% -$328K 0.23% 97
2024
Q3 		$2.94M Sell
17,238
-1,295
-7% -$188K 0.27% 89
2024
Q2 		$2.62M Buy
18,533
+318
+2% +$39.5K 0.26% 93
2024
Q1 		$2.29M Buy
18,215
+46
+0.3% +$5.26K 0.23% 106
2023
Q4 		$1.92M Buy
18,169
+49
+0.3% +$5.35K 0.2% 114
2023
Q3 		$1.92M Buy
18,120
+59
+0.3% +$6.83K 0.23% 103
2023
Q2 		$2.15M Sell
18,061
-16,769
-48% -$1.73M 0.25% 101
2023
Q1 		$3.24M Sell
34,830
-361
-1% -$31.7K 0.39% 74
2022
Q4 		$2.88M Sell
35,191
-454
-1% -$34.5K 0.36% 83
2022
Q3 		$2.18M Buy
35,645
+20,028
+128% +$1.47M 0.3% 90
2022
Q2 		$1.09M Sell
15,617
-17,691
-53% -$1.3M 0.25% 83
2022
Q1 		$2.76M Buy
33,308
+70
+0.2% +$5.67K 0.33% 85
2021
Q4 		$2.9M Sell
33,238
-34
-0.1% -$3.19K 0.35% 84
2021
Q3 		$2.9M Buy
33,272
+19,788
+147% +$1.75M 0.39% 79
2021
Q2 		$1.05M Buy
13,484
+16
+0.1% +$1.25K 0.23% 82
2021
Q1 		$945K Buy
13,468
+40
+0.3% +$2.59K 0.23% 87
2020
Q4 		$869K Sell
13,428
-237
-2% -$14.1K 0.23% 88
2020
Q3 		$816K Sell
13,665
-154
-1% -$8.75K 0.25% 85
2020
Q2 		$764K Buy
13,819
+48
+0.3% +$2.54K 0.27% 78
2020
Q1 		$666K Sell
13,771
-3,568
-21% -$184K 0.29% 79
2019
Q4 		$919K Buy
+17,339
New +$954K 0.33% 70

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

XML Financial's ORCL Position: Q2 2026 in Review

XML Financial reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $36.2K and leaving 14,605 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #123.

XML Financial first reported a position in ORCL in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.89M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • XML Financial held 14,605 shares of Oracle worth $2.14M as of Q2 2026.
  • XML Financial sold 200 Oracle shares in Q2 2026, an estimated $36.2K.
  • Oracle made up 0.16% of XML Financial's portfolio in Q2 2026, its #123 holding.
  • XML Financial first reported a position in Oracle in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Oracle position peaked at $3.89M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.