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American Financial Advisors’s Oracle ORCL Stock Holding History

American Financial 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 		$339K Sell
2,314
-98
-4% -$17.8K 0.04% 125
2026
Q1 		$355K Sell
2,412
-46
-2% -$7.48K 0.05% 108
2025
Q4 		$479K Sell
2,458
-29
-1% -$6.91K 0.06% 93
2025
Q3 		$699K Buy
2,487
+253
+11% +$64.4K 0.09% 78
2025
Q2 		$488K Buy
2,234
+50
+2% +$8.07K 0.07% 94
2025
Q1 		$305K Sell
2,184
-99
-4% -$16.1K 0.04% 113
2024
Q4 		$380K Sell
2,283
-19
-0.8% -$3.38K 0.05% 95
2024
Q3 		$392K Buy
2,302
+2
+0.1% +$290 0.05% 96
2024
Q2 		$325K Sell
2,300
-97
-4% -$12K 0.05% 107
2024
Q1 		$301K Buy
+2,397
New +$274K 0.04% 114

Other funds holding ORCL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

American Financial Advisors's ORCL Position: Q2 2026 in Review

American Financial Advisors reduced its Oracle (ORCL) stake by 4.1% in Q2 2026, selling an estimated $17.8K and leaving 2,314 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #125.

American Financial Advisors first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $699K in Q3 2025. 1,772 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • American Financial Advisors held 2,314 shares of Oracle worth $339K as of Q2 2026.
  • American Financial Advisors sold 98 Oracle shares in Q2 2026, an estimated $17.8K.
  • Oracle made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • American Financial Advisors first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • American Financial Advisors's Oracle position peaked at $699K in Q3 2025.
  • 1,772 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.