Apriem Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $397K | Sell |
2,712
-932
| -26% | -$169K | 0.03% | 134 |
|
|
2026
Q1 | $536K | Sell |
3,644
-102
| -3% | -$16.6K | 0.05% | 118 |
|
|
2025
Q4 | $730K | Buy |
3,746
+822
| +28% | +$196K | 0.07% | 103 |
|
|
2025
Q3 | $822K | Buy |
2,924
+151
| +5% | +$38.5K | 0.08% | 100 |
|
|
2025
Q2 | $606K | Buy |
2,773
+46
| +2% | +$7.43K | 0.06% | 107 |
|
|
2025
Q1 | $381K | Buy |
2,727
+90
| +3% | +$14.7K | 0.04% | 125 |
|
|
2024
Q4 | $439K | Buy |
2,637
+102
| +4% | +$18.1K | 0.05% | 112 |
|
|
2024
Q3 | $432K | Sell |
2,535
-20
| -0.8% | -$2.9K | 0.05% | 111 |
|
|
2024
Q2 | $361K | Buy |
2,555
+55
| +2% | +$6.83K | 0.04% | 124 |
|
|
2024
Q1 | $314K | Buy |
+2,500
| New | +$286K | 0.04% | 131 |
|
|
2018
Q3 | – | Sell |
-2,151
| Closed | -$95K | – | 305 |
|
|
2018
Q2 | $95K | Buy |
+2,151
| New | +$99.1K | 0.02% | 184 |
|
|
2017
Q2 | – | Sell |
-4,132
| Closed | -$184K | – | 414 |
|
|
2017
Q1 | $184K | Buy |
4,132
+1,004
| +32% | +$41.8K | 0.05% | 130 |
|
|
2016
Q4 | $120K | Buy |
3,128
+1,277
| +69% | +$49.9K | 0.04% | 151 |
|
|
2016
Q3 | $73K | Buy |
1,851
+394
| +27% | +$16.1K | 0.02% | 192 |
|
|
2016
Q2 | $60K | Sell |
1,457
-181
| -11% | -$7.23K | 0.02% | 210 |
|
|
2016
Q1 | $67K | Sell |
1,638
-31
| -2% | -$1.15K | 0.03% | 173 |
|
|
2015
Q4 | $61K | Buy |
1,669
+225
| +16% | +$8.59K | 0.02% | 184 |
|
|
2015
Q3 | $52K | Sell |
1,444
-2,097
| -59% | -$80.6K | 0.02% | 199 |
|
|
2015
Q2 | $143K | Buy |
3,541
+605
| +21% | +$26.2K | 0.05% | 119 |
|
|
2015
Q1 | $127K | Buy |
2,936
+304
| +12% | +$13.2K | 0.04% | 129 |
|
|
2014
Q4 | $118K | Sell |
2,632
-259
| -9% | -$10.5K | 0.04% | 121 |
|
|
2014
Q3 | $111K | Buy |
2,891
+115
| +4% | +$4.66K | 0.04% | 133 |
|
|
2014
Q2 | $112K | Buy |
2,776
+154
| +6% | +$6.34K | 0.04% | 145 |
|
|
2014
Q1 | $107K | Buy |
2,622
+3
| +0.1% | +$114 | 0.04% | 157 |
|
|
2013
Q4 | $100K | Buy |
2,619
+4
| +0.2% | +$138 | 0.04% | 148 |
|
|
2013
Q3 | $87K | Buy |
2,615
+504
| +24% | +$16.4K | 0.04% | 153 |
|
|
2013
Q2 | $65K | Buy |
+2,111
| New | +$70K | 0.03% | 171 |
|
Other funds holding ORCL
Apriem Advisors's ORCL Position: Q2 2026 in Review
Apriem Advisors reduced its Oracle (ORCL) stake by 26% in Q2 2026, selling an estimated $169K and leaving 2,712 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #134.
Apriem Advisors first reported a position in ORCL in Q2 2013 and has held it in 27 quarters since. The position peaked at $822K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Apriem Advisors held 2,712 shares of Oracle worth $397K as of Q2 2026.
- Apriem Advisors sold 932 Oracle shares in Q2 2026, an estimated $169K.
- Oracle made up 0.03% of Apriem Advisors's portfolio in Q2 2026, its #134 holding.
- Apriem Advisors first reported a position in Oracle in Q2 2013 and has held it in 27 quarters since.
- Apriem Advisors's Oracle position peaked at $822K in Q3 2025.
- 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.