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Advus Financial Partners’s Oracle ORCL Stock Holding History

Advus Financial Partners’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 		$415K Buy
3,019
+410
+16% +$57.8K 0.12% 99
2026
Q2 		$382K Buy
+2,609
New +$473K 0.11% 101
2021
Q4 		– Sell
-2,363
Closed -$206K – 82
2021
Q3 		$206K Buy
+2,363
New +$209K 0.11% 104

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Advus Financial Partners's ORCL Position: Q3 2026 in Review

Advus Financial Partners increased its Oracle (ORCL) stake by 16% in Q3 2026, buying an estimated $57.8K and bringing the position to 3,019 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #99.

Advus Financial Partners first reported a position in ORCL in Q3 2021 and has held it in 3 quarters since. 966 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Advus Financial Partners held 3,019 shares of Oracle worth $415K as of Q3 2026.
  • Advus Financial Partners bought 410 Oracle shares in Q3 2026, an estimated $57.8K.
  • Oracle made up 0.12% of Advus Financial Partners's portfolio in Q3 2026, its #99 holding.
  • Advus Financial Partners first reported a position in Oracle in Q3 2021 and has held it in 3 quarters since.
  • 966 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.