Advantage Trust Company’s Oracle ORCL Stock Holding History

Advantage Trust Company’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	$228K	Buy	1,557 +504	+48%	+$91.3K	0.08%	59
2026 Q1	$155K	Sell	1,053 -125	-11%	-$20.3K	0.07%	47
2025 Q4	$230K	Sell	1,178 -504	-30%	-$120K	0.1%	39
2025 Q3	$473K	Hold	1,682	–	–	0.21%	33
2025 Q2	$368K	Buy	1,682 +504	+43%	+$81.4K	0.18%	43
2025 Q1	$165K	Hold	1,178	–	–	0.1%	50
2024 Q4	$196K	Sell	1,178 -504	-30%	-$89.5K	0.12%	43
2024 Q3	$287K	Hold	1,682	–	–	0.19%	33
2024 Q2	$237K	Hold	1,682	–	–	0.17%	40
2024 Q1	$211K	Hold	1,682	–	–	0.16%	40
2023 Q4	$177K	Buy	+1,682	New	+$184K	0.14%	44

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advantage Trust Company's ORCL Position: Q2 2026 in Review

Advantage Trust Company increased its Oracle (ORCL) stake by 48% in Q2 2026, buying an estimated $91.3K and bringing the position to 1,557 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #59.

Advantage Trust Company first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $473K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Advantage Trust Company held 1,557 shares of Oracle worth $228K as of Q2 2026.
Advantage Trust Company bought 504 Oracle shares in Q2 2026, an estimated $91.3K.
Oracle made up 0.08% of Advantage Trust Company's portfolio in Q2 2026, its #59 holding.
Advantage Trust Company first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Advantage Trust Company's Oracle position peaked at $473K in Q3 2025.
1,162 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.