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B.O.S.S. Retirement Advisors’s Oracle ORCL Stock Holding History

B.O.S.S. Retirement Advisors’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 		$216K Sell
1,476
-335
-18% -$60.7K 0.06% 149
2026
Q1 		$266K Sell
1,811
-134
-7% -$21.8K 0.08% 141
2025
Q4 		$379K Sell
1,945
-70
-3% -$16.7K 0.12% 111
2025
Q3 		$567K Sell
2,015
-190
-9% -$48.4K 0.14% 114
2025
Q2 		$482K Sell
2,205
-59
-3% -$9.53K 0.12% 118
2025
Q1 		$316K Buy
2,264
+221
+11% +$36K 0.09% 132
2024
Q4 		$340K Buy
2,043
+71
+4% +$12.6K 0.1% 133
2024
Q3 		$336K Sell
1,972
-15
-0.8% -$2.17K 0.07% 170
2024
Q2 		$281K Buy
+1,987
New +$247K 0.07% 153

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

B.O.S.S. Retirement Advisors's ORCL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Oracle (ORCL) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 1,476 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #149.

B.O.S.S. Retirement Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $567K in Q3 2025. 1,925 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 1,476 shares of Oracle worth $216K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 335 Oracle shares in Q2 2026, an estimated $60.7K.
  • Oracle made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #149 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • B.O.S.S. Retirement Advisors's Oracle position peaked at $567K in Q3 2025.
  • 1,925 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.