Affinity Capital Advisors
ORCL icon

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
Q3 		$565K Sell
3,999
-133
-3% -$18.8K 0.07% 112
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

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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Affinity Capital Advisors's ORCL Position: Q3 2026 in Review

Affinity Capital Advisors reduced its Oracle (ORCL) stake by 3.2% in Q3 2026, selling an estimated $18.8K and leaving 3,999 shares worth $565K. The position accounts for 0.07% of the portfolio, ranked #112.

Affinity Capital Advisors first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q3 2025. 806 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Affinity Capital Advisors held 3,999 shares of Oracle worth $565K as of Q3 2026.
  • Affinity Capital Advisors sold 133 Oracle shares in Q3 2026, an estimated $18.8K.
  • Oracle made up 0.07% of Affinity Capital Advisors's portfolio in Q3 2026, its #112 holding.
  • Affinity Capital Advisors first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Affinity Capital Advisors's Oracle position peaked at $1.17M in Q3 2025.
  • 806 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.