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Avantax Advisory Services’s Oracle ORCL Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$27.7M Buy
126,825
+7,058
+6% +$1.14M 0.15% 103
2025
Q1 		$16.7M Buy
119,767
+13,396
+13% +$2.18M 0.1% 152
2024
Q4 		$17.7M Buy
106,371
+3,581
+3% +$636K 0.11% 140
2024
Q3 		$17.5M Buy
102,790
+4,356
+4% +$631K 0.12% 139
2024
Q2 		$13.9M Buy
98,434
+42,188
+75% +$5.24M 0.1% 159
2024
Q1 		$7.07M Buy
56,246
+18,727
+50% +$2.14M 0.06% 236
2023
Q4 		$3.96M Buy
37,519
+523
+1% +$57.1K 0.04% 322
2023
Q3 		$3.92M Sell
36,996
-10,330
-22% -$1.2M 0.04% 300
2023
Q2 		$5.64M Buy
47,326
+4,112
+10% +$425K 0.06% 229
2023
Q1 		$4.02M Buy
43,214
+4,272
+11% +$375K 0.05% 285
2022
Q4 		$3.18M Buy
38,942
+6,836
+21% +$520K 0.04% 321
2022
Q3 		$1.96M Buy
32,106
+2,503
+8% +$183K 0.03% 378
2022
Q2 		$2.07M Sell
29,603
-1,800
-6% -$132K 0.03% 369
2022
Q1 		$2.6M Buy
31,403
+2,367
+8% +$192K 0.04% 319
2021
Q4 		$2.53M Buy
29,036
+3,948
+16% +$371K 0.04% 316
2021
Q3 		$2.19M Buy
25,088
+2,259
+10% +$200K 0.04% 319
2021
Q2 		$1.78M Buy
22,829
+847
+4% +$66.3K 0.03% 356
2021
Q1 		$1.54M Buy
21,982
+2,035
+10% +$132K 0.03% 344
2020
Q4 		$1.29M Sell
19,947
-23,115
-54% -$1.38M 0.03% 349
2020
Q3 		$2.57M Buy
43,062
+19,296
+81% +$1.1M 0.04% 318
2020
Q2 		$1.32M Sell
23,766
-124
-0.5% -$6.57K 0.04% 295
2020
Q1 		$1.15M Sell
23,890
-1,704
-7% -$87.9K 0.03% 277
2019
Q4 		$1.35M Buy
25,594
+6,860
+37% +$378K 0.03% 280
2019
Q3 		$1.03M Buy
18,734
+386
+2% +$21.3K 0.04% 206
2019
Q2 		$1.04M Buy
18,348
+1,485
+9% +$80.4K 0.05% 188
2019
Q1 		$906K Buy
16,863
+805
+5% +$41K 0.05% 185
2018
Q4 		$725K Buy
+16,058
New +$770K 0.12% 170

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's ORCL Position: Q2 2025 in Review

Avantax Advisory Services increased its Oracle (ORCL) stake by 5.9% in Q2 2025, buying an estimated $1.14M and bringing the position to 126,825 shares worth $27.7M. The position accounts for 0.15% of the portfolio, ranked #103.

Avantax Advisory Services first reported a position in ORCL in Q4 2018 and has held it in 27 quarters since. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Avantax Advisory Services held 126,825 shares of Oracle worth $27.7M as of Q2 2025.
  • Avantax Advisory Services bought 7,058 Oracle shares in Q2 2025, an estimated $1.14M.
  • Oracle made up 0.15% of Avantax Advisory Services's portfolio in Q2 2025, its #103 holding.
  • Avantax Advisory Services first reported a position in Oracle in Q4 2018 and has held it in 27 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.