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Alliance Wealth Advisors (Utah)’s Oracle ORCL Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.34M Sell
9,158
-4,145
-31% -$751K 0.25% 50
2026
Q1 		$1.96M Sell
13,303
-11,277
-46% -$1.83M 0.42% 37
2025
Q4 		$4.79M Sell
24,580
-11,629
-32% -$2.77M 1.04% 17
2025
Q3 		$10.2M Sell
36,209
-7,072
-16% -$1.8M 2.39% 4
2025
Q2 		$9.46M Sell
43,281
-3,076
-7% -$497K 2.27% 4
2025
Q1 		$6.48M Buy
46,357
+3,710
+9% +$604K 1.69% 7
2024
Q4 		$7.11M Buy
42,647
+9,475
+29% +$1.68M 1.83% 4
2024
Q3 		$5.65M Buy
33,172
+24,580
+286% +$3.56M 1.49% 10
2024
Q2 		$1.21M Buy
8,592
+373
+5% +$46.3K 0.36% 72
2024
Q1 		$1.03M Buy
8,219
+443
+6% +$50.7K 0.31% 82
2023
Q4 		$820K Buy
7,776
+299
+4% +$32.6K 0.28% 88
2023
Q3 		$792K Buy
7,477
+210
+3% +$24.3K 0.29% 80
2023
Q2 		$865K Sell
7,267
-1,524
-17% -$158K 0.32% 75
2023
Q1 		$817K Sell
8,791
-4,267
-33% -$374K 0.33% 72
2022
Q4 		$1.07M Buy
+13,058
New +$992K 0.48% 61

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Alliance Wealth Advisors (Utah)'s ORCL Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Oracle (ORCL) stake by 31% in Q2 2026, selling an estimated $751K and leaving 9,158 shares worth $1.34M. The position accounts for 0.25% of the portfolio, ranked #50.

Alliance Wealth Advisors (Utah) first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,158 shares of Oracle worth $1.34M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 4,145 Oracle shares in Q2 2026, an estimated $751K.
  • Oracle made up 0.25% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #50 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Oracle position peaked at $10.2M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.