American Capital Advisory
ORCL icon

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
Q3 		$884K Sell
6,441
-1,258
-16% -$177K 0.3% 58
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
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

American Capital Advisory's ORCL Position: Q3 2026 in Review

American Capital Advisory reduced its Oracle (ORCL) stake by 16% in Q3 2026, selling an estimated $177K and leaving 6,441 shares worth $884K. The position accounts for 0.3% of the portfolio, ranked #58.

American Capital Advisory first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.18M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • American Capital Advisory held 6,441 shares of Oracle worth $884K as of Q3 2026.
  • American Capital Advisory sold 1,258 Oracle shares in Q3 2026, an estimated $177K.
  • Oracle made up 0.3% of American Capital Advisory's portfolio in Q3 2026, its #58 holding.
  • American Capital Advisory first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • American Capital Advisory's Oracle position peaked at $2.18M in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.