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Advisornet Financial’s Oracle ORCL Stock Holding History

Advisornet 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
2025
Q4 		– Sell
-100
Closed -$28.1K – 2325
2025
Q3 		$28.1K Hold
100
– – ﹤0.01% 1199
2025
Q2 		$21.9K Hold
100
– – ﹤0.01% 1240
2025
Q1 		$14K Buy
+100
New +$16.3K ﹤0.01% 1315

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Advisornet Financial's ORCL Position: Q2 2026 in Review

Advisornet Financial reduced its Oracle (ORCL) stake by 4.4% in Q2 2026, selling an estimated $67.8K and leaving 8,090 shares worth $1.19M. The position accounts for 0.05% of the portfolio, ranked #249.

Advisornet Financial first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $8.45M in Q3 2024. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Advisornet Financial held 8,090 shares of Oracle worth $1.19M as of Q2 2026.
  • Advisornet Financial sold 374 Oracle shares in Q2 2026, an estimated $67.8K.
  • Oracle made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #249 holding.
  • Advisornet Financial first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Oracle position peaked at $8.45M in Q3 2024.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.