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Advisory Advocates’s Oracle ORCL Stock Holding History

Advisory Advocates’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 		$641K Sell
4,377
-413
-9% -$74.8K 0.55% 55
2026
Q1 		$705K Buy
4,790
+619
+15% +$101K 0.72% 47
2025
Q4 		$813K Buy
+4,171
New +$993K 0.81% 42

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Advocates's ORCL Position: Q2 2026 in Review

Advisory Advocates reduced its Oracle (ORCL) stake by 8.6% in Q2 2026, selling an estimated $74.8K and leaving 4,377 shares worth $641K. The position accounts for 0.55% of the portfolio, ranked #55.

Advisory Advocates first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $813K in Q4 2025. 3,362 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Advisory Advocates held 4,377 shares of Oracle worth $641K as of Q2 2026.
  • Advisory Advocates sold 413 Oracle shares in Q2 2026, an estimated $74.8K.
  • Oracle made up 0.55% of Advisory Advocates's portfolio in Q2 2026, its #55 holding.
  • Advisory Advocates first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Oracle position peaked at $813K in Q4 2025.
  • 3,362 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.