CAI
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Capital Advisors Inc’s Oracle ORCL Stock Holding History

Capital Advisors Inc’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 		$4.29M Sell
29,261
-600
-2% -$109K 0.06% 111
2026
Q1 		$4.39M Buy
29,861
+1
+0% +$163 0.07% 107
2025
Q4 		$5.82M Sell
29,860
-2,285
-7% -$544K 0.09% 103
2025
Q3 		$9.04M Buy
32,145
+8,877
+38% +$2.26M 0.15% 90
2025
Q2 		$5.09M Buy
23,268
+554
+2% +$89.5K 0.09% 97
2025
Q1 		$3.18M Sell
22,714
-1,022
-4% -$166K 0.06% 105
2024
Q4 		$3.96M Buy
23,736
+1,006
+4% +$179K 0.08% 102
2024
Q3 		$3.87M Buy
22,730
+1,201
+6% +$174K 0.08% 103
2024
Q2 		$3.04M Buy
21,529
+306
+1% +$38K 0.06% 113
2024
Q1 		$2.67M Buy
21,223
+707
+3% +$80.9K 0.06% 115
2023
Q4 		$2.16M Buy
20,516
+2,227
+12% +$243K 0.05% 129
2023
Q3 		$1.94M Buy
18,289
+862
+5% +$99.8K 0.05% 105
2023
Q2 		$2.08M Buy
17,427
+5,291
+44% +$547K 0.05% 105
2023
Q1 		$1.13M Sell
12,136
-140
-1% -$12.3K 0.03% 128
2022
Q4 		$1M Buy
12,276
+143
+1% +$10.9K 0.03% 135
2022
Q3 		$780K Buy
12,133
+500
+4% +$36.6K 0.02% 142
2022
Q2 		$813K Buy
11,633
+200
+2% +$14.6K 0.02% 143
2022
Q1 		$946K Sell
11,433
-14
-0.1% -$1.13K 0.03% 130
2021
Q4 		$998K Sell
11,447
-887
-7% -$83.3K 0.03% 123
2021
Q3 		$1.07M Buy
12,334
+458
+4% +$40.5K 0.03% 120
2021
Q2 		$924K Sell
11,876
-1,365
-10% -$107K 0.03% 127
2021
Q1 		$929K Sell
13,241
-120
-0.9% -$7.77K 0.03% 123
2020
Q4 		$864K Buy
13,361
+5,139
+63% +$306K 0.03% 116
2020
Q3 		$491K Buy
8,222
+319
+4% +$18.1K 0.02% 131
2020
Q2 		$437K Sell
7,903
-56
-0.7% -$2.97K 0.02% 134
2020
Q1 		$385K Sell
7,959
-757
-9% -$39.1K 0.02% 121
2019
Q4 		$462K Buy
8,716
+22
+0.3% +$1.21K 0.02% 135
2019
Q3 		$495K Hold
8,694
– – 0.02% 134
2019
Q2 		$495K Buy
+8,694
New +$470K 0.02% 134
2019
Q1 		– Sell
-9,988
Closed -$451K – 168
2018
Q4 		$451K Buy
9,988
+1,294
+15% +$62K 0.03% 136
2018
Q3 		$448K Buy
8,694
+806
+10% +$39.2K 0.03% 137
2018
Q2 		$348K Sell
7,888
-2,588
-25% -$119K 0.02% 147
2018
Q1 		$479K Buy
10,476
+976
+10% +$48.5K 0.03% 143
2017
Q4 		$449K Buy
9,500
+1,453
+18% +$71.3K 0.03% 150
2017
Q3 		$389K Buy
8,047
+350
+5% +$17.4K 0.02% 144
2017
Q2 		$386K Hold
7,697
– – 0.02% 145
2017
Q1 		$343K Hold
7,697
– – 0.02% 148
2016
Q4 		$296K Buy
7,697
+450
+6% +$17.6K 0.02% 154
2016
Q3 		$285K Sell
7,247
-800
-10% -$32.6K 0.04% 103
2016
Q2 		$329K Sell
8,047
-990
-11% -$39.5K 0.05% 99
2016
Q1 		$370K Hold
9,037
– – 0.06% 93
2015
Q4 		$330K Buy
+9,037
New +$345K 0.06% 98

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

Capital Advisors Inc's ORCL Position: Q2 2026 in Review

Capital Advisors Inc reduced its Oracle (ORCL) stake by 2% in Q2 2026, selling an estimated $109K and leaving 29,261 shares worth $4.29M. The position accounts for 0.06% of the portfolio, ranked #111.

Capital Advisors Inc first reported a position in ORCL in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.04M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capital Advisors Inc held 29,261 shares of Oracle worth $4.29M as of Q2 2026.
  • Capital Advisors Inc sold 600 Oracle shares in Q2 2026, an estimated $109K.
  • Oracle made up 0.06% of Capital Advisors Inc's portfolio in Q2 2026, its #111 holding.
  • Capital Advisors Inc first reported a position in Oracle in Q4 2015 and has held it in 42 quarters since.
  • Capital Advisors Inc's Oracle position peaked at $9.04M in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.