Affinity Capital Advisors’s Oracle ORCL Stock Holding History

Affinity Capital Advisors’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	$594K	Sell	4,132 -424	-9%	-$76.8K	0.07%	107
2026 Q1	$670K	Buy	4,556 +495	+12%	+$80.5K	0.09%	84
2025 Q4	$791K	Buy	4,061 +17	+0.4%	+$4.05K	0.11%	79
2025 Q3	$1.17M	Sell	4,044 -9	-0.2%	-$2.29K	0.18%	64
2025 Q2	$886K	Buy	4,053 +1,967	+94%	+$318K	0.15%	73
2025 Q1	$276K	Buy	2,086 +183	+10%	+$29.8K	0.05%	124
2024 Q4	$308K	Buy	1,903 +67	+4%	+$11.9K	0.06%	116
2024 Q3	$313K	Buy	1,836 +210	+13%	+$30.4K	0.06%	118
2024 Q2	$230K	Hold	1,626	–	–	0.05%	139
2024 Q1	$204K	Buy	+1,626	New	+$186K	0.05%	147
2023 Q3	–	Sell	-1,697	Closed	-$202K	–	140
2023 Q2	$202K	Buy	+1,697	New	+$175K	0.05%	130

Other funds holding ORCL

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Affinity Capital Advisors's ORCL Position: Q2 2026 in Review

Affinity Capital Advisors reduced its Oracle (ORCL) stake by 9.3% in Q2 2026, selling an estimated $76.8K and leaving 4,132 shares worth $594K. The position accounts for 0.07% of the portfolio, ranked #107.

Affinity Capital Advisors first reported a position in ORCL in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q3 2025. 633 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Affinity Capital Advisors held 4,132 shares of Oracle worth $594K as of Q2 2026.
Affinity Capital Advisors sold 424 Oracle shares in Q2 2026, an estimated $76.8K.
Oracle made up 0.07% of Affinity Capital Advisors's portfolio in Q2 2026, its #107 holding.
Affinity Capital Advisors first reported a position in Oracle in Q2 2023 and has held it in 11 quarters since.
Affinity Capital Advisors's Oracle position peaked at $1.17M in Q3 2025.
633 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.