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Avantax Planning Partners’s Oracle ORCL Stock Holding History

Avantax Planning Partners’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 		$3.31M Buy
22,604
+573
+3% +$104K 0.08% 120
2026
Q1 		$3.24M Buy
22,031
+3,010
+16% +$489K 0.09% 114
2025
Q4 		$3.71M Buy
19,021
+1,062
+6% +$253K 0.1% 103
2025
Q3 		$5.05M Sell
17,959
-434
-2% -$111K 0.14% 89
2025
Q2 		$4.02M Buy
18,393
+831
+5% +$134K 0.13% 97
2025
Q1 		$2.46M Sell
17,562
-2,957
-14% -$481K 0.09% 117
2024
Q4 		$3.42M Buy
20,519
+429
+2% +$76.2K 0.12% 98
2024
Q3 		$3.42M Sell
20,090
-1,362
-6% -$197K 0.12% 98
2024
Q2 		$3.03M Sell
21,452
-1,190
-5% -$148K 0.1% 111
2024
Q1 		$2.84M Buy
22,642
+8,209
+57% +$940K 0.09% 126
2023
Q4 		$1.52M Buy
14,433
+203
+1% +$22.2K 0.06% 136
2023
Q3 		$1.51M Buy
14,230
+693
+5% +$80.2K 0.06% 125
2023
Q2 		$1.61M Buy
13,537
+118
+0.9% +$12.2K 0.06% 122
2023
Q1 		$1.25M Sell
13,419
-252
-2% -$22.1K 0.05% 147
2022
Q4 		$1.12M Buy
13,671
+890
+7% +$67.6K 0.04% 153
2022
Q3 		$781K Sell
12,781
-453
-3% -$33.2K 0.04% 175
2022
Q2 		$925K Sell
13,234
-2,375
-15% -$174K 0.04% 164
2022
Q1 		$1.29M Sell
15,609
-418
-3% -$33.9K 0.05% 133
2021
Q4 		$1.4M Buy
16,027
+2,156
+16% +$202K 0.06% 129
2021
Q3 		$1.21M Sell
13,871
-90
-0.6% -$7.95K 0.06% 124
2021
Q2 		$1.09M Sell
13,961
-820
-6% -$64.2K 0.05% 128
2021
Q1 		$1.04M Buy
14,781
+598
+4% +$38.7K 0.05% 129
2020
Q4 		$918K Buy
14,183
+1,861
+15% +$111K 0.05% 131
2020
Q3 		$736K Buy
12,322
+16
+0.1% +$909 0.04% 146
2020
Q2 		$680K Sell
12,306
-314
-2% -$16.6K 0.04% 147
2020
Q1 		$610K Sell
12,620
-995
-7% -$51.4K 0.04% 139
2019
Q4 		$721K Buy
13,615
+206
+2% +$11.3K 0.04% 139
2019
Q3 		$738K Sell
13,409
-3,158
-19% -$174K 0.05% 133
2019
Q2 		$986K Buy
16,567
+3,237
+24% +$175K 0.06% 105
2019
Q1 		$716K Sell
13,330
-350
-3% -$17.8K 0.05% 130
2018
Q4 		$618K Buy
13,680
+1,081
+9% +$51.8K 0.05% 129
2018
Q3 		$650K Buy
12,599
+1,059
+9% +$51.4K 0.05% 124
2018
Q2 		$509K Sell
11,540
-225
-2% -$10.4K 0.05% 131
2018
Q1 		$538K Buy
11,765
+921
+8% +$45.8K 0.05% 171
2017
Q4 		$513K Sell
10,844
-1,681
-13% -$82.5K 0.05% 164
2017
Q3 		$606K Buy
12,525
+22
+0.2% +$1.09K 0.05% 174
2017
Q2 		$627K Buy
12,503
+963
+8% +$43.9K 0.05% 160
2017
Q1 		$515K Sell
11,540
-16,541
-59% -$689K 0.05% 175
2016
Q4 		$1.08M Buy
+28,081
New +$1.1M 0.12% 87

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Avantax Planning Partners's ORCL Position: Q2 2026 in Review

Avantax Planning Partners increased its Oracle (ORCL) stake by 2.6% in Q2 2026, buying an estimated $104K and bringing the position to 22,604 shares worth $3.31M. The position accounts for 0.08% of the portfolio, ranked #120.

Avantax Planning Partners first reported a position in ORCL in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.05M in Q3 2025. 1,515 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Avantax Planning Partners held 22,604 shares of Oracle worth $3.31M as of Q2 2026.
  • Avantax Planning Partners bought 573 Oracle shares in Q2 2026, an estimated $104K.
  • Oracle made up 0.08% of Avantax Planning Partners's portfolio in Q2 2026, its #120 holding.
  • Avantax Planning Partners first reported a position in Oracle in Q4 2016 and has held it in 39 quarters since.
  • Avantax Planning Partners's Oracle position peaked at $5.05M in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.