Carolina Wealth Advisors’s Oracle ORCL Stock Holding History

Carolina Wealth 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	$5.86K	Hold	40	–	–	﹤0.01%	224
2026 Q1	$5.88K	Hold	40	–	–	﹤0.01%	215
2025 Q4	$7.8K	Sell	40 -87	-69%	-$20.7K	﹤0.01%	183
2025 Q3	$35.7K	Hold	127	–	–	0.02%	130
2025 Q2	$27.8K	Hold	127	–	–	0.01%	111
2025 Q1	$17.8K	Hold	127	–	–	0.01%	117
2024 Q4	$21.2K	Hold	127	–	–	0.01%	122
2024 Q3	$21.6K	Buy	127 +87	+218%	+$12.6K	0.01%	143
2024 Q2	$5.65K	Hold	40	–	–	﹤0.01%	164
2024 Q1	$5.02K	Hold	40	–	–	﹤0.01%	174
2023 Q4	$4.22K	Hold	40	–	–	﹤0.01%	190
2023 Q3	$4.24K	Hold	40	–	–	﹤0.01%	197
2023 Q2	$4.76K	Hold	40	–	–	﹤0.01%	185
2023 Q1	$3.72K	Hold	40	–	–	﹤0.01%	192
2022 Q4	$3K	Hold	40	–	–	﹤0.01%	196
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	214
2022 Q2	$3K	Hold	40	–	–	﹤0.01%	224
2022 Q1	$3K	Hold	40	–	–	﹤0.01%	239
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	237
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	231
2021 Q2	$3K	Sell	40 -133	-77%	-$10.4K	﹤0.01%	253
2021 Q1	$12K	Buy	173 +133	+333%	+$8.61K	0.01%	196
2020 Q4	$3K	Sell	40 -59	-60%	-$3.51K	﹤0.01%	206
2020 Q3	$6K	Buy	+99	New	+$5.62K	0.01%	163

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

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Carolina Wealth Advisors's ORCL Position: Q2 2026 in Review

Carolina Wealth Advisors held its Oracle (ORCL) position steady in Q2 2026 at 40 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #224.

Carolina Wealth Advisors first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.7K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Carolina Wealth Advisors held 40 shares of Oracle worth $5.86K as of Q2 2026.
Carolina Wealth Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Carolina Wealth Advisors first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
Carolina Wealth Advisors's Oracle position peaked at $35.7K in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.