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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 		– Sell
-100
Closed -$14.7K – 224
2026
Q1 		$14.7K Hold
100
– – ﹤0.01% 200
2025
Q4 		$19.5K Buy
+100
New +$23.8K ﹤0.01% 192

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 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. 1,279 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.
  • 1,279 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.