AssuredPartners Investment Advisors’s Oracle ORCL Stock Holding History

AssuredPartners Investment 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	$973K	Sell	6,639 -85	-1%	-$15.4K	0.09%	200
2026 Q1	$979K	Buy	6,724 +9	+0.1%	+$1.46K	0.11%	195
2025 Q4	$1.31M	Buy	6,715 +1,404	+26%	+$334K	0.19%	120
2025 Q3	$1.49M	Buy	5,311 +211	+4%	+$53.7K	0.33%	57
2025 Q2	$1.11M	Sell	5,100 -2,267	-31%	-$366K	0.27%	70
2025 Q1	$1.03M	Buy	7,367 +2,756	+60%	+$449K	0.2%	125
2024 Q4	$768K	Buy	+4,611	New	+$819K	0.15%	144

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssuredPartners Investment Advisors's ORCL Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Oracle (ORCL) stake by 1.3% in Q2 2026, selling an estimated $15.4K and leaving 6,639 shares worth $973K. The position accounts for 0.09% of the portfolio, ranked #200.

AssuredPartners Investment Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

AssuredPartners Investment Advisors held 6,639 shares of Oracle worth $973K as of Q2 2026.
AssuredPartners Investment Advisors sold 85 Oracle shares in Q2 2026, an estimated $15.4K.
Oracle made up 0.09% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #200 holding.
AssuredPartners Investment Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Oracle position peaked at $1.49M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.