ACM
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Advance Capital Management’s Oracle ORCL Stock Holding History

Advance Capital Management’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 		$1.97M Buy
13,429
+525
+4% +$95.1K 0.06% 51
2026
Q1 		$1.9M Buy
12,904
+461
+4% +$74.9K 0.07% 48
2025
Q4 		$2.43M Sell
12,443
-444
-3% -$106K 0.1% 39
2025
Q3 		$3.62M Buy
12,887
+11
+0.1% +$2.8K 0.16% 30
2025
Q2 		$2.81M Sell
12,876
-140
-1% -$22.6K 0.13% 34
2025
Q1 		$1.82M Buy
13,016
+78
+0.6% +$12.7K 0.09% 39
2024
Q4 		$2.16M Sell
12,938
-1,172
-8% -$208K 0.1% 28
2024
Q3 		$2.4M Buy
14,110
+170
+1% +$24.6K 0.11% 30
2024
Q2 		$1.97M Sell
13,940
-5
-0% -$621 0.09% 32
2024
Q1 		$1.75M Sell
13,945
-942
-6% -$108K 0.12% 32
2023
Q4 		$1.57M Sell
14,887
-1,102
-7% -$120K 0.12% 24
2023
Q3 		$1.69M Buy
15,989
+114
+0.7% +$13.2K 0.16% 21
2023
Q2 		$1.89M Buy
15,875
+1,127
+8% +$117K 0.21% 21
2023
Q1 		$1.37M Hold
14,748
– – 0.24% 26
2022
Q4 		$1.21M Hold
14,748
– – 0.16% 26
2022
Q3 		$901K Sell
14,748
-3,561
-19% -$261K 0.11% 26
2022
Q2 		$1.28M Buy
18,309
+147
+0.8% +$10.8K 0.15% 21
2022
Q1 		$1.5M Sell
18,162
-1,310
-7% -$106K 0.18% 19
2021
Q4 		$1.7M Buy
+19,472
New +$1.83M 0.35% 15

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

Advance Capital Management's ORCL Position: Q2 2026 in Review

Advance Capital Management increased its Oracle (ORCL) stake by 4.1% in Q2 2026, buying an estimated $95.1K and bringing the position to 13,429 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #51.

Advance Capital Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.62M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Advance Capital Management held 13,429 shares of Oracle worth $1.97M as of Q2 2026.
  • Advance Capital Management bought 525 Oracle shares in Q2 2026, an estimated $95.1K.
  • Oracle made up 0.06% of Advance Capital Management's portfolio in Q2 2026, its #51 holding.
  • Advance Capital Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's Oracle position peaked at $3.62M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.