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Advisory Solutions Group’s Oracle ORCL Stock Holding History

Advisory Solutions Group’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
Q3 		$731K Buy
5,321
+1,911
+56% +$270K 0.15% 129
2026
Q2 		$500K Buy
+3,410
New +$618K 0.17% 118

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Advisory Solutions Group's ORCL Position: Q3 2026 in Review

Advisory Solutions Group increased its Oracle (ORCL) stake by 56% in Q3 2026, buying an estimated $270K and bringing the position to 5,321 shares worth $731K. The position accounts for 0.15% of the portfolio, ranked #129.

Advisory Solutions Group first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Advisory Solutions Group held 5,321 shares of Oracle worth $731K as of Q3 2026.
  • Advisory Solutions Group bought 1,911 Oracle shares in Q3 2026, an estimated $270K.
  • Oracle made up 0.15% of Advisory Solutions Group's portfolio in Q3 2026, its #129 holding.
  • Advisory Solutions Group first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.