American Capital Advisory’s Oracle ORCL Stock Holding History

American Capital Advisory’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	$1.13M	Sell	7,699 -3	-0%	-$544	0.41%	40
2026 Q1	$1.13M	Buy	7,702 +23	+0.3%	+$3.74K	0.46%	39
2025 Q4	$1.5M	Sell	7,679 -57	-0.7%	-$13.6K	0.65%	31
2025 Q3	$2.18M	Buy	7,736 +2	+0%	+$509	1.01%	23
2025 Q2	$1.69M	Buy	7,734 +22	+0.3%	+$3.55K	0.85%	27
2025 Q1	$1.08M	Buy	7,712 +8	+0.1%	+$1.3K	0.58%	37
2024 Q4	$1.28M	Sell	7,704 -80	-1%	-$14.2K	0.71%	34
2024 Q3	$1.33M	Hold	7,784	–	–	0.77%	30
2024 Q2	$821K	Sell	7,784 -882	-10%	-$110K	0.59%	36
2024 Q1	$805K	Buy	8,666 +882	+11%	+$101K	0.7%	37
2023 Q4	$821K	Buy	+7,784	New	+$850K	0.59%	36

Other funds holding ORCL

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

American Capital Advisory's ORCL Position: Q2 2026 in Review

American Capital Advisory reduced its Oracle (ORCL) stake by 0.04% in Q2 2026, selling an estimated $544 and leaving 7,699 shares worth $1.13M. The position accounts for 0.41% of the portfolio, ranked #40.

American Capital Advisory first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

American Capital Advisory held 7,699 shares of Oracle worth $1.13M as of Q2 2026.
American Capital Advisory sold 3 Oracle shares in Q2 2026, an estimated $544.
Oracle made up 0.41% of American Capital Advisory's portfolio in Q2 2026, its #40 holding.
American Capital Advisory first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's Oracle position peaked at $2.18M in Q3 2025.
1,415 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.