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ARS Wealth Advisors Group’s Oracle ORCL Stock Holding History

ARS Wealth Advisors Group’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 		$487K Buy
3,321
+1,229
+59% +$223K 0.04% 139
2026
Q1 		$308K Sell
2,092
-29
-1% -$4.71K 0.03% 162
2025
Q4 		$413K Sell
2,121
-107
-5% -$25.5K 0.04% 123
2025
Q3 		$627K Sell
2,228
-67
-3% -$17.1K 0.06% 98
2025
Q2 		$502K Sell
2,295
-170
-7% -$27.5K 0.06% 105
2025
Q1 		$345K Buy
2,465
+341
+16% +$55.5K 0.05% 110
2024
Q4 		$354K Buy
2,124
+83
+4% +$14.7K 0.05% 109
2024
Q3 		$348K Sell
2,041
-53
-3% -$7.68K 0.04% 121
2024
Q2 		$296K Buy
2,094
+2
+0.1% +$248 0.04% 128
2024
Q1 		$263K Sell
2,092
-182
-8% -$20.8K 0.04% 140
2023
Q4 		$240K Sell
2,274
-198
-8% -$21.6K 0.04% 136
2023
Q3 		$262K Sell
2,472
-355
-13% -$41.1K 0.04% 124
2023
Q2 		$337K Buy
+2,827
New +$292K 0.05% 106
2022
Q2 		– Sell
-2,925
Closed -$242K – 159
2022
Q1 		$242K Sell
2,925
-159
-5% -$12.9K 0.04% 115
2021
Q4 		$269K Buy
3,084
+600
+24% +$56.3K 0.05% 117
2021
Q3 		$216K Buy
+2,484
New +$219K 0.04% 124

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ARS Wealth Advisors Group's ORCL Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its Oracle (ORCL) stake by 59% in Q2 2026, buying an estimated $223K and bringing the position to 3,321 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #139.

ARS Wealth Advisors Group first reported a position in ORCL in Q3 2021 and has held it in 16 quarters since. The position peaked at $627K in Q3 2025. 1,425 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • ARS Wealth Advisors Group held 3,321 shares of Oracle worth $487K as of Q2 2026.
  • ARS Wealth Advisors Group bought 1,229 Oracle shares in Q2 2026, an estimated $223K.
  • Oracle made up 0.04% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #139 holding.
  • ARS Wealth Advisors Group first reported a position in Oracle in Q3 2021 and has held it in 16 quarters since.
  • ARS Wealth Advisors Group's Oracle position peaked at $627K in Q3 2025.
  • 1,425 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.