Avestar Capital’s Oracle ORCL Stock Holding History
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
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. 3,524 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.
- 3,524 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.