Capital Advisors Ltd’s Oracle ORCL Stock Holding History

Capital Advisors Ltd’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	$1.04M	Sell	7,098 -194	-3%	-$35.2K	0.1%	126
2026 Q1	$1.07M	Buy	7,292 +158	+2%	+$25.7K	0.12%	113
2025 Q4	$1.39M	Sell	7,134 -292	-4%	-$69.5K	0.16%	88
2025 Q3	$2.09M	Buy	7,426 +20	+0.3%	+$5.09K	0.24%	63
2025 Q2	$1.62M	Sell	7,406 -493	-6%	-$79.6K	0.2%	72
2025 Q1	$1.1M	Buy	7,899 +31	+0.4%	+$5.05K	0.15%	91
2024 Q4	$1.31M	Hold	7,868	–	–	0.17%	78
2024 Q3	$1.34M	Buy	7,868 +69	+0.9%	+$9.99K	0.17%	79
2024 Q2	$1.1M	Buy	7,799 +58	+0.7%	+$7.2K	0.14%	88
2024 Q1	$972K	Buy	7,741 +34	+0.4%	+$3.89K	0.13%	103
2023 Q4	$813K	Hold	7,707	–	–	0.11%	106
2023 Q3	$816K	Hold	7,707	–	–	0.13%	101
2023 Q2	$918K	Buy	7,707 +2,415	+46%	+$250K	0.14%	95
2023 Q1	$492K	Sell	5,292 -2,415	-31%	-$212K	0.08%	133
2022 Q4	$433K	Sell	7,707 -2	-0%	-$152	0.08%	148
2022 Q3	$471K	Sell	7,709 -118	-2%	-$8.64K	0.09%	133
2022 Q2	$547K	Sell	7,827 -92	-1%	-$6.74K	0.1%	119
2022 Q1	$655K	Sell	7,919 -2	-0%	-$162	0.11%	112
2021 Q4	$691K	Buy	7,921 +336	+4%	+$31.5K	0.11%	98
2021 Q3	$661K	Buy	7,585 +420	+6%	+$37.1K	0.12%	95
2021 Q2	$558K	Buy	7,165 +2,775	+63%	+$217K	0.1%	103
2021 Q1	$308K	Hold	4,390	–	–	0.06%	140
2020 Q4	$284K	Hold	4,390	–	–	0.06%	144
2020 Q3	$262K	Hold	4,390	–	–	0.07%	139
2020 Q2	$243K	Sell	4,390 -463	-10%	-$24.5K	0.06%	140
2020 Q1	$235K	Buy	4,853 +36	+0.7%	+$1.86K	0.07%	131
2019 Q4	$255K	Buy	4,817 +267	+6%	+$14.7K	0.07%	130
2019 Q3	$250K	Sell	4,550 -267	-6%	-$14.7K	0.07%	124
2019 Q2	$274K	Buy	4,817 +267	+6%	+$14.4K	0.08%	120
2019 Q1	$244K	Hold	4,550	–	–	0.07%	133
2018 Q4	$205K	Hold	4,550	–	–	0.06%	144
2018 Q3	$235K	Hold	4,550	–	–	0.07%	136
2018 Q2	$200K	Hold	4,550	–	–	0.06%	128
2018 Q1	$208K	Hold	4,550	–	–	0.07%	119
2017 Q4	$215K	Hold	4,550	–	–	0.07%	115
2017 Q3	$220K	Hold	4,550	–	–	0.08%	108
2017 Q2	$228K	Hold	4,550	–	–	0.08%	106
2017 Q1	$203K	Sell	4,550 -300	-6%	-$12.5K	0.08%	109
2016 Q4	$186K	Hold	4,850	–	–	0.08%	111
2016 Q3	$191K	Hold	4,850	–	–	0.08%	106
2016 Q2	$199K	Hold	4,850	–	–	0.09%	105
2016 Q1	$198K	Hold	4,850	–	–	0.1%	101
2015 Q4	$177K	Hold	4,850	–	–	0.09%	104
2015 Q3	$175K	Hold	4,850	–	–	0.1%	101
2015 Q2	$195K	Buy	4,850 +50	+1%	+$2.17K	0.1%	102
2015 Q1	$207K	Hold	4,800	–	–	0.11%	95
2014 Q4	$216K	Buy	4,800 +1	+0%	+$41	0.12%	87
2014 Q3	$183K	Sell	4,799 -1	-0%	-$40	0.1%	98
2014 Q2	$195K	Hold	4,800	–	–	0.11%	102
2014 Q1	$196K	Sell	4,800 -600	-11%	-$22.8K	0.12%	96
2013 Q4	$207K	Buy	+5,400	New	+$186K	0.14%	83

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

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

Capital Advisors Ltd reduced its Oracle (ORCL) stake by 2.7% in Q2 2026, selling an estimated $35.2K and leaving 7,098 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #126.

Capital Advisors Ltd first reported a position in ORCL in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.09M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Capital Advisors Ltd held 7,098 shares of Oracle worth $1.04M as of Q2 2026.
Capital Advisors Ltd sold 194 Oracle shares in Q2 2026, an estimated $35.2K.
Oracle made up 0.1% of Capital Advisors Ltd's portfolio in Q2 2026, its #126 holding.
Capital Advisors Ltd first reported a position in Oracle in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Oracle position peaked at $2.09M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.