Archford Capital Strategies’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 | $715K | Buy |
4,881
+255
| +6% | +$46.2K | 0.07% | 201 |
|
|
2026
Q1 | $681K | Buy |
4,626
+485
| +12% | +$78.8K | 0.08% | 202 |
|
|
2025
Q4 | $807K | Buy |
4,141
+32
| +0.8% | +$7.62K | 0.09% | 181 |
|
|
2025
Q3 | $1.16M | Sell |
4,109
-125
| -3% | -$31.8K | 0.14% | 149 |
|
|
2025
Q2 | $926K | Buy |
4,234
+781
| +23% | +$126K | 0.12% | 157 |
|
|
2025
Q1 | $483K | Sell |
3,453
-676
| -16% | -$110K | 0.07% | 207 |
|
|
2024
Q4 | $688K | Sell |
4,129
-1,534
| -27% | -$272K | 0.1% | 158 |
|
|
2024
Q3 | $997K | Sell |
5,663
-364
| -6% | -$52.7K | 0.15% | 131 |
|
|
2024
Q2 | $851K | Buy |
6,027
+736
| +14% | +$91.4K | 0.14% | 138 |
|
|
2024
Q1 | $665K | Buy |
5,291
+93
| +2% | +$10.6K | 0.11% | 153 |
|
|
2023
Q4 | $548K | Sell |
5,198
-45
| -0.9% | -$4.91K | 0.1% | 163 |
|
|
2023
Q3 | $555K | Sell |
5,243
-534
| -9% | -$61.8K | 0.11% | 182 |
|
|
2023
Q2 | $682K | Sell |
5,777
-338
| -6% | -$34.9K | 0.13% | 165 |
|
|
2023
Q1 | $580K | Sell |
6,115
-925
| -13% | -$81.1K | 0.12% | 188 |
|
|
2022
Q4 | $575K | Sell |
7,040
-121
| -2% | -$9.2K | 0.13% | 178 |
|
|
2022
Q3 | $437K | Sell |
7,161
-188
| -3% | -$13.8K | 0.11% | 195 |
|
|
2022
Q2 | $513K | Sell |
7,349
-63
| -0.8% | -$4.61K | 0.13% | 175 |
|
|
2022
Q1 | $615K | Sell |
7,412
-9,678
| -57% | -$784K | 0.14% | 162 |
|
|
2021
Q4 | $1.49M | Buy |
17,090
+394
| +2% | +$37K | 0.34% | 74 |
|
|
2021
Q3 | $1.46M | Buy |
16,696
+1,007
| +6% | +$88.9K | 0.34% | 68 |
|
|
2021
Q2 | $1.22M | Buy |
15,689
+679
| +5% | +$53.2K | 0.31% | 82 |
|
|
2021
Q1 | $1.18M | Buy |
15,010
+391
| +3% | +$25.3K | 0.31% | 83 |
|
|
2020
Q4 | $927K | Sell |
14,619
-99
| -0.7% | -$5.89K | 0.21% | 138 |
|
|
2020
Q3 | $879K | Buy |
14,718
+90
| +0.6% | +$5.11K | 0.24% | 124 |
|
|
2020
Q2 | $808K | Buy |
14,628
+858
| +6% | +$45.5K | 0.24% | 125 |
|
|
2020
Q1 | $665K | Buy |
13,770
+2,017
| +17% | +$104K | 0.26% | 123 |
|
|
2019
Q4 | $623K | Buy |
11,753
+535
| +5% | +$29.4K | 0.21% | 137 |
|
|
2019
Q3 | $617K | Sell |
11,218
-39
| -0.3% | -$2.15K | 0.23% | 131 |
|
|
2019
Q2 | $641K | Sell |
11,257
-2,335
| -17% | -$126K | 0.23% | 127 |
|
|
2019
Q1 | $730K | Buy |
13,592
+1,347
| +11% | +$68.6K | 0.27% | 112 |
|
|
2018
Q4 | $553K | Buy |
12,245
+1,664
| +16% | +$79.7K | 0.22% | 134 |
|
|
2018
Q3 | $546K | Sell |
10,581
-743
| -7% | -$36.1K | 0.2% | 142 |
|
|
2018
Q2 | $499K | Sell |
11,324
-577
| -5% | -$26.6K | 0.18% | 153 |
|
|
2018
Q1 | $563K | Buy |
11,901
+93
| +0.8% | +$4.62K | 0.23% | 105 |
|
|
2017
Q4 | $558K | Buy |
11,808
+77
| +0.7% | +$3.78K | 0.21% | 135 |
|
|
2017
Q3 | $567K | Buy |
11,731
+199
| +2% | +$9.9K | 0.21% | 139 |
|
|
2017
Q2 | $578K | Buy |
11,532
+1,091
| +10% | +$49.7K | 0.23% | 135 |
|
|
2017
Q1 | $466K | Buy |
10,441
+1,740
| +20% | +$72.5K | 0.18% | 152 |
|
|
2016
Q4 | $334K | Buy |
8,701
+1,839
| +27% | +$71.9K | 0.14% | 148 |
|
|
2016
Q3 | $269K | Buy |
6,862
+224
| +3% | +$9.13K | 0.11% | 161 |
|
|
2016
Q2 | $272K | Buy |
6,638
+125
| +2% | +$4.99K | 0.14% | 135 |
|
|
2016
Q1 | $266K | Sell |
6,513
-25,837
| -80% | -$956K | 0.13% | 155 |
|
|
2015
Q4 | $1.19M | Buy |
32,350
+1,585
| +5% | +$60.5K | 0.54% | 50 |
|
|
2015
Q3 | $1.11M | Buy |
30,765
+1,002
| +3% | +$38.5K | 0.83% | 26 |
|
|
2015
Q2 | $1.2M | Buy |
29,763
+1,929
| +7% | +$83.7K | 0.86% | 26 |
|
|
2015
Q1 | $1.2M | Buy |
27,834
+1,696
| +6% | +$73.5K | 0.83% | 28 |
|
|
2014
Q4 | $1.18M | Buy |
26,138
+71
| +0.3% | +$2.89K | 0.86% | 25 |
|
|
2014
Q3 | $997K | Sell |
26,067
-111
| -0.4% | -$4.49K | 0.79% | 27 |
|
|
2014
Q2 | $1.06M | Sell |
26,178
-933
| -3% | -$38.4K | 0.82% | 23 |
|
|
2014
Q1 | $1.11M | Buy |
+27,111
| New | +$1.03M | 0.93% | 19 |
|
Other funds holding ORCL
FWIA
CRM
UBP
CNB
II
Archford Capital Strategies's ORCL Position: Q2 2026 in Review
Archford Capital Strategies increased its Oracle (ORCL) stake by 5.5% in Q2 2026, buying an estimated $46.2K and bringing the position to 4,881 shares worth $715K. The position accounts for 0.07% of the portfolio, ranked #201.
Archford Capital Strategies first reported a position in ORCL in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.49M in Q4 2021. 912 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Archford Capital Strategies held 4,881 shares of Oracle worth $715K as of Q2 2026.
- Archford Capital Strategies bought 255 Oracle shares in Q2 2026, an estimated $46.2K.
- Oracle made up 0.07% of Archford Capital Strategies's portfolio in Q2 2026, its #201 holding.
- Archford Capital Strategies first reported a position in Oracle in Q1 2014 and has held it in 50 quarters since.
- Archford Capital Strategies's Oracle position peaked at $1.49M in Q4 2021.
- 912 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.