Ameritas Advisory Services’s Oracle ORCL Stock Holding History

Ameritas Advisory Services’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	$5.2M	Buy	35,477 +16,838	+90%	+$3.05M	0.1%	196
2026 Q1	$2.74M	Sell	18,639 -3,136	-14%	-$510K	0.11%	185
2025 Q4	$4.24M	Buy	21,775 +8,635	+66%	+$2.06M	0.16%	130
2025 Q3	$3.7M	Sell	13,140 -1,598	-11%	-$407K	0.24%	83
2025 Q2	$3.22M	Sell	14,738 -13,320	-47%	-$2.15M	0.17%	129
2025 Q1	$4.26M	Sell	28,058 -1,198	-4%	-$195K	0.17%	131
2024 Q4	$4.88M	Buy	29,256 +6,732	+30%	+$1.2M	0.17%	127
2024 Q3	$3.84M	Sell	22,524 -10,115	-31%	-$1.47M	0.17%	135
2024 Q2	$4.61M	Buy	32,639 +4,730	+17%	+$587K	0.17%	114
2024 Q1	$3.38M	Buy	27,909 +10,584	+61%	+$1.21M	0.14%	153
2023 Q4	$1.94M	Sell	17,325 -11,977	-41%	-$1.31M	0.11%	182
2023 Q3	$3.13M	Buy	29,302 +9,101	+45%	+$1.05M	0.16%	131
2023 Q2	$2.32M	Sell	20,201 -8,834	-30%	-$913K	0.3%	76
2023 Q1	$2.74M	Sell	29,035 -3,041	-9%	-$267K	0.14%	147
2022 Q4	$2.62M	Buy	32,076 +2,455	+8%	+$187K	0.12%	173
2022 Q3	$1.81M	Buy	29,621 +4	+0%	+$293	0.11%	179
2022 Q2	$2.07M	Sell	29,617 -924	-3%	-$67.6K	0.12%	172
2022 Q1	$2.53M	Buy	30,541 +1,416	+5%	+$115K	0.09%	179
2021 Q4	$2.54M	Buy	+29,125	New	+$2.73M	0.09%	188

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's ORCL Position: Q2 2026 in Review

Ameritas Advisory Services increased its Oracle (ORCL) stake by 90% in Q2 2026, buying an estimated $3.05M and bringing the position to 35,477 shares worth $5.2M. The position accounts for 0.1% of the portfolio, ranked #196.

Ameritas Advisory Services first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. 3,512 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Ameritas Advisory Services held 35,477 shares of Oracle worth $5.2M as of Q2 2026.
Ameritas Advisory Services bought 16,838 Oracle shares in Q2 2026, an estimated $3.05M.
Oracle made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #196 holding.
Ameritas Advisory Services first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
3,512 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.