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Aptus Capital Advisors’s Oracle ORCL Stock Holding History

Aptus Capital 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 		$19.3M Sell
131,949
-431
-0.3% -$78.1K 0.13% 133
2026
Q1 		$19.5M Sell
132,380
-19,824
-13% -$3.22M 0.15% 122
2025
Q4 		$29.7M Buy
152,204
+4,621
+3% +$1.1M 0.21% 92
2025
Q3 		$41.5M Sell
147,583
-2,827
-2% -$720K 0.3% 69
2025
Q2 		$32.9M Buy
150,410
+69,317
+85% +$11.2M 0.27% 78
2025
Q1 		$11.3M Buy
81,093
+11,446
+16% +$1.86M 0.12% 165
2024
Q4 		$11.6M Buy
69,647
+48,635
+231% +$8.64M 0.12% 148
2024
Q3 		$3.58M Buy
21,012
+1,816
+9% +$263K 0.05% 251
2024
Q2 		$2.71M Buy
19,196
+3,176
+20% +$394K 0.05% 261
2024
Q1 		$2.01M Buy
16,020
+3,371
+27% +$386K 0.04% 295
2023
Q4 		$1.33M Sell
12,649
-170
-1% -$18.6K 0.04% 258
2023
Q3 		$1.36M Buy
12,819
+7,424
+138% +$859K 0.04% 268
2023
Q2 		$642K Buy
5,395
+888
+20% +$91.8K 0.02% 299
2023
Q1 		$419K Sell
4,507
-142,370
-97% -$12.5M 0.01% 341
2022
Q4 		$12M Buy
146,877
+84,358
+135% +$6.41M 0.37% 58
2022
Q3 		$3.82M Buy
62,519
+58,492
+1,452% +$4.28M 0.09% 128
2022
Q2 		$281K Sell
4,027
-301
-7% -$22K 0.01% 334
2022
Q1 		$358K Buy
4,328
+674
+18% +$54.6K 0.01% 339
2021
Q4 		$319K Sell
3,654
-54
-1% -$5.07K 0.01% 308
2021
Q3 		$323K Sell
3,708
-24,468
-87% -$2.16M 0.01% 310
2021
Q2 		$2.19M Buy
28,176
+2,167
+8% +$170K 0.06% 136
2021
Q1 		$1.83M Buy
26,009
+22,302
+602% +$1.44M 0.07% 135
2020
Q4 		$239K Buy
3,707
+181
+5% +$10.8K 0.01% 289
2020
Q3 		$210K Buy
+3,526
New +$200K 0.01% 288
2019
Q4 		– Sell
-24,963
Closed -$1.37M – 552
2019
Q3 		$1.37M Sell
24,963
-4,087
-14% -$226K 0.08% 152
2019
Q2 		$1.65M Sell
29,050
-15,634
-35% -$846K 0.23% 70
2019
Q1 		$2.4M Buy
44,684
+9,974
+29% +$508K 0.41% 45
2018
Q4 		$1.57M Buy
+34,710
New +$1.66M 0.41% 32

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aptus Capital Advisors's ORCL Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Oracle (ORCL) stake by 0.33% in Q2 2026, selling an estimated $78.1K and leaving 131,949 shares worth $19.3M. The position accounts for 0.13% of the portfolio, ranked #133.

Aptus Capital Advisors first reported a position in ORCL in Q4 2018 and has held it in 28 quarters since. The position peaked at $41.5M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Aptus Capital Advisors held 131,949 shares of Oracle worth $19.3M as of Q2 2026.
  • Aptus Capital Advisors sold 431 Oracle shares in Q2 2026, an estimated $78.1K.
  • Oracle made up 0.13% of Aptus Capital Advisors's portfolio in Q2 2026, its #133 holding.
  • Aptus Capital Advisors first reported a position in Oracle in Q4 2018 and has held it in 28 quarters since.
  • Aptus Capital Advisors's Oracle position peaked at $41.5M in Q3 2025.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.