American Institute for Advanced Investment Management’s Oracle ORCL Stock Holding History

American Institute for Advanced Investment Management’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	$317K	Hold	2,163	–	–	0.18%	127
2026 Q1	$318K	Hold	2,163	–	–	0.21%	119
2025 Q4	$422K	Sell	2,163 -320	-13%	-$76.2K	0.27%	93
2025 Q3	$698K	Sell	2,483 -5	-0.2%	-$1.27K	0.46%	65
2025 Q2	$544K	Hold	2,488	–	–	0.38%	69
2025 Q1	$348K	Sell	2,488 -117	-4%	-$19K	0.27%	95
2024 Q4	$434K	Sell	2,605 -17	-0.6%	-$3.02K	0.32%	81
2024 Q3	$447K	Hold	2,622	–	–	0.32%	84
2024 Q2	$370K	Hold	2,622	–	–	0.28%	89
2024 Q1	$329K	Hold	2,622	–	–	0.26%	96
2023 Q4	$276K	Hold	2,622	–	–	0.24%	94
2023 Q3	$278K	Hold	2,622	–	–	0.26%	95
2023 Q2	$312K	Buy	+2,622	New	+$271K	0.27%	89
2023 Q1	–	Sell	-2,622	Closed	-$214K	–	110
2022 Q4	$214K	Buy	+2,622	New	+$199K	0.2%	99
2022 Q2	–	Sell	-2,622	Closed	-$217K	–	122
2022 Q1	$217K	Buy	2,622 +100	+4%	+$8.1K	0.16%	107
2021 Q4	$220K	Hold	2,522	–	–	0.15%	114
2021 Q3	$220K	Buy	+2,522	New	+$223K	0.16%	112

Other funds holding ORCL

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

American Institute for Advanced Investment Management's ORCL Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Oracle (ORCL) position steady in Q2 2026 at 2,163 shares worth $317K. The position accounts for 0.18% of the portfolio, ranked #127.

American Institute for Advanced Investment Management first reported a position in ORCL in Q3 2021 and has held it in 17 quarters since. The position peaked at $698K in Q3 2025. 2,120 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

American Institute for Advanced Investment Management held 2,163 shares of Oracle worth $317K as of Q2 2026.
American Institute for Advanced Investment Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.18% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #127 holding.
American Institute for Advanced Investment Management first reported a position in Oracle in Q3 2021 and has held it in 17 quarters since.
American Institute for Advanced Investment Management's Oracle position peaked at $698K in Q3 2025.
2,120 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.