Advocacy Wealth Management Services’s Oracle ORCL Stock Holding History

Advocacy Wealth Management Services’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	$540K	Buy	3,684 +318	+9%	+$57.6K	0.02%	127
2026 Q1	$495K	Buy	3,366 +16	+0.5%	+$2.6K	0.02%	128
2025 Q4	$653K	Buy	3,350 +14	+0.4%	+$3.33K	0.03%	114
2025 Q3	$938K	Buy	+3,336	New	+$850K	0.04%	104
2019 Q2	–	Sell	-391	Closed	-$21K	–	177
2019 Q1	$21K	Sell	391 -100	-20%	-$5.09K	0.02%	80
2018 Q4	$22K	Hold	491	–	–	0.02%	80
2018 Q3	$25K	Sell	491 -79	-14%	-$3.84K	0.02%	76
2018 Q2	$25K	Hold	570	–	–	0.02%	70
2018 Q1	$26K	Buy	570 +59	+12%	+$2.93K	0.02%	69
2017 Q4	$24K	Sell	511 -167	-25%	-$8.19K	0.02%	93
2017 Q3	$33K	Hold	678	–	–	0.01%	90
2017 Q2	$34K	Hold	678	–	–	0.01%	95
2017 Q1	$30K	Hold	678	–	–	0.01%	115
2016 Q4	$26K	Sell	678 -51	-7%	-$2K	0.01%	122
2016 Q3	$29K	Sell	729 -358	-33%	-$14.6K	0.01%	154
2016 Q2	$44K	Sell	1,087 -89	-8%	-$3.55K	0.02%	157
2016 Q1	$48K	Buy	1,176 +424	+56%	+$15.7K	0.03%	187
2015 Q4	$28K	Buy	+752	New	+$28.7K	0.03%	229
2013 Q3	$7K	Hold	210	–	–	0.02%	235
2013 Q2	$6K	Buy	+210	New	+$6.97K	0.02%	201

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Advocacy Wealth Management Services's ORCL Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its Oracle (ORCL) stake by 9.4% in Q2 2026, buying an estimated $57.6K and bringing the position to 3,684 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #127.

Advocacy Wealth Management Services first reported a position in ORCL in Q2 2013 and has held it in 20 quarters since. The position peaked at $938K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Advocacy Wealth Management Services held 3,684 shares of Oracle worth $540K as of Q2 2026.
Advocacy Wealth Management Services bought 318 Oracle shares in Q2 2026, an estimated $57.6K.
Oracle made up 0.02% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #127 holding.
Advocacy Wealth Management Services first reported a position in Oracle in Q2 2013 and has held it in 20 quarters since.
Advocacy Wealth Management Services's Oracle position peaked at $938K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.