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 		– Sell
-18,000
Closed -$2.65M – 576
2026
Q1 		$2.65M Buy
18,000
+3,000
+20% +$488K 0.17% 102
2025
Q4 		$2.92M Buy
+15,000
New +$3.57M 0.19% 88

Other funds holding ORCL

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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. 1,495 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.
  • 1,495 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.