AC
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Avestar Capital’s Oracle ORCL Stock Holding History

Avestar Capital’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 		$2.36M Buy
16,112
+2,815
+21% +$510K 0.13% 124
2026
Q1 		$1.96M Buy
13,297
+1,053
+9% +$171K 0.13% 127
2025
Q4 		$2.39M Sell
12,244
-538
-4% -$128K 0.15% 110
2025
Q3 		$3.6M Sell
12,782
-1,171
-8% -$298K 0.24% 78
2025
Q2 		$3.05M Buy
13,953
+1,602
+13% +$259K 0.21% 85
2025
Q1 		$1.73M Buy
12,351
+674
+6% +$110K 0.15% 118
2024
Q4 		$1.95M Buy
11,677
+1,107
+10% +$197K 0.17% 102
2024
Q3 		$1.8M Buy
10,570
+504
+5% +$73K 0.19% 100
2024
Q2 		$1.42M Sell
10,066
-584
-5% -$72.5K 0.15% 119
2024
Q1 		$1.34M Buy
10,650
+1,799
+20% +$206K 0.14% 129
2023
Q4 		$933K Buy
8,851
+1,876
+27% +$205K 0.11% 125
2023
Q3 		$739K Buy
6,975
+343
+5% +$39.7K 0.11% 123
2023
Q2 		$790K Buy
6,632
+110
+2% +$11.4K 0.13% 99
2023
Q1 		$606K Sell
6,522
-972
-13% -$85.2K 0.11% 126
2022
Q4 		$613K Buy
7,494
+570
+8% +$43.3K 0.11% 123
2022
Q3 		$423K Buy
6,924
+1,961
+40% +$144K 0.11% 144
2022
Q2 		$347K Buy
4,963
+1,551
+45% +$114K 0.09% 177
2022
Q1 		$282K Buy
3,412
+394
+13% +$31.9K 0.05% 326
2021
Q4 		$263K Buy
+3,018
New +$283K 0.03% 376
2020
Q2 		– Sell
-6,282
Closed -$304K – 193
2020
Q1 		$304K Sell
6,282
-2,430
-28% -$125K 0.17% 120
2019
Q4 		$461K Sell
8,712
-844
-9% -$46.5K 0.26% 87
2019
Q3 		$526K Buy
9,556
+569
+6% +$31.4K 0.33% 68
2019
Q2 		$493K Sell
8,987
-239
-3% -$12.9K 0.31% 59
2019
Q1 		$478K Buy
9,226
+400
+5% +$20.4K 0.31% 59
2018
Q4 		$374K Sell
8,826
-476
-5% -$22.8K 0.26% 70
2018
Q3 		$461K Buy
9,302
+163
+2% +$7.92K 0.27% 59
2018
Q2 		$382K Buy
9,139
+416
+5% +$19.2K 0.24% 65
2018
Q1 		$382K Buy
8,723
+6,743
+341% +$335K 0.25% 59
2017
Q4 		$77K Buy
+1,980
New +$97.1K 0.06% 192

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Avestar Capital's ORCL Position: Q2 2026 in Review

Avestar Capital increased its Oracle (ORCL) stake by 21% in Q2 2026, buying an estimated $510K and bringing the position to 16,112 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #124.

Avestar Capital first reported a position in ORCL in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.6M in Q3 2025. 1,652 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Avestar Capital held 16,112 shares of Oracle worth $2.36M as of Q2 2026.
  • Avestar Capital bought 2,815 Oracle shares in Q2 2026, an estimated $510K.
  • Oracle made up 0.13% of Avestar Capital's portfolio in Q2 2026, its #124 holding.
  • Avestar Capital first reported a position in Oracle in Q4 2017 and has held it in 29 quarters since.
  • Avestar Capital's Oracle position peaked at $3.6M in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.