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Capital Investment Advisory Services’s Oracle ORCL Stock Holding History

Capital Investment Advisory Services’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 		$1.06M Buy
7,231
+201
+3% +$36.4K 0.07% 296
2026
Q1 		$1.03M Sell
7,030
-312
-4% -$50.7K 0.08% 250
2025
Q4 		$1.43M Buy
7,342
+218
+3% +$51.9K 0.1% 198
2025
Q3 		$2M Buy
7,124
+1,573
+28% +$401K 0.16% 153
2025
Q2 		$1.21M Buy
5,551
+163
+3% +$26.3K 0.1% 201
2025
Q1 		$753K Buy
5,388
+268
+5% +$43.6K 0.07% 254
2024
Q4 		$853K Sell
5,120
-6
-0.1% -$1.07K 0.08% 211
2024
Q3 		$873K Sell
5,126
-315
-6% -$45.6K 0.08% 216
2024
Q2 		$768K Sell
5,441
-94
-2% -$11.7K 0.08% 221
2024
Q1 		$695K Buy
5,535
+687
+14% +$78.6K 0.07% 239
2023
Q4 		$511K Sell
4,848
-54
-1% -$5.89K 0.05% 284
2023
Q3 		$519K Sell
4,902
-36
-0.7% -$4.17K 0.05% 270
2023
Q2 		$588K Sell
4,938
-1,195
-19% -$124K 0.06% 246
2023
Q1 		$570K Buy
6,133
+2
+0% +$175 0.07% 240
2022
Q4 		$501K Buy
6,131
+599
+11% +$45.5K 0.06% 266
2022
Q3 		$338K Sell
5,532
-196
-3% -$14.3K 0.04% 327
2022
Q2 		$400K Buy
5,728
+890
+18% +$65.2K 0.05% 298
2022
Q1 		$400K Buy
4,838
+602
+14% +$48.8K 0.04% 333
2021
Q4 		$369K Buy
4,236
+3
+0.1% +$282 0.04% 340
2021
Q3 		$369K Buy
4,233
+44
+1% +$3.89K 0.05% 322
2021
Q2 		$326K Buy
4,189
+4
+0.1% +$313 0.04% 351
2021
Q1 		$294K Sell
4,185
-1,079
-20% -$69.9K 0.04% 339
2020
Q4 		$341K Sell
5,264
-80
-1% -$4.76K 0.05% 311
2020
Q3 		$319K Buy
+5,344
New +$304K 0.06% 269
2019
Q4 		– Sell
-2,881
Closed -$159K – 1042
2019
Q3 		$159K Sell
2,881
-795
-22% -$43.9K 0.04% 307
2019
Q2 		$212K Buy
3,676
+1,301
+55% +$70.4K 0.06% 262
2019
Q1 		$128K Hold
2,375
– – 0.05% 287
2018
Q4 		$107K Buy
+2,375
New +$114K 0.05% 284

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Capital Investment Advisory Services's ORCL Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Oracle (ORCL) stake by 2.9% in Q2 2026, buying an estimated $36.4K and bringing the position to 7,231 shares worth $1.06M. The position accounts for 0.07% of the portfolio, ranked #296.

Capital Investment Advisory Services first reported a position in ORCL in Q4 2018 and has held it in 28 quarters since. The position peaked at $2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capital Investment Advisory Services held 7,231 shares of Oracle worth $1.06M as of Q2 2026.
  • Capital Investment Advisory Services bought 201 Oracle shares in Q2 2026, an estimated $36.4K.
  • Oracle made up 0.07% of Capital Investment Advisory Services's portfolio in Q2 2026, its #296 holding.
  • Capital Investment Advisory Services first reported a position in Oracle in Q4 2018 and has held it in 28 quarters since.
  • Capital Investment Advisory Services's Oracle position peaked at $2M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.