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Zinnia Wealth Advisory’s Oracle ORCL Stock Holding History

Zinnia Wealth Advisory’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 		$317K Buy
2,162
+36
+2% +$6.52K 0.32% 70
2026
Q1 		$313K Buy
2,126
+325
+18% +$52.8K 0.35% 65
2025
Q4 		$351K Buy
+1,801
New +$429K 0.38% 61

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

Zinnia Wealth Advisory's ORCL Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Oracle (ORCL) stake by 1.7% in Q2 2026, buying an estimated $6.52K and bringing the position to 2,162 shares worth $317K. The position accounts for 0.32% of the portfolio, ranked #70.

Zinnia Wealth Advisory first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q4 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Zinnia Wealth Advisory held 2,162 shares of Oracle worth $317K as of Q2 2026.
  • Zinnia Wealth Advisory bought 36 Oracle shares in Q2 2026, an estimated $6.52K.
  • Oracle made up 0.32% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #70 holding.
  • Zinnia Wealth Advisory first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Oracle position peaked at $351K in Q4 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.