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Certified Advisory Corp’s Oracle ORCL Stock Holding History

Certified Advisory Corp’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 		$842K Buy
5,748
+682
+13% +$124K 0.07% 182
2026
Q1 		$745K Buy
5,066
+424
+9% +$68.9K 0.07% 186
2025
Q4 		$905K Sell
4,642
-182
-4% -$43.3K 0.08% 165
2025
Q3 		$1.36M Buy
4,824
+293
+6% +$74.6K 0.13% 139
2025
Q2 		$991K Sell
4,531
-15
-0.3% -$2.42K 0.1% 152
2025
Q1 		$636K Sell
4,546
-54
-1% -$8.79K 0.07% 172
2024
Q4 		$767K Buy
4,600
+83
+2% +$14.7K 0.08% 160
2024
Q3 		$770K Buy
4,517
+1,241
+38% +$180K 0.09% 160
2024
Q2 		$463K Buy
3,276
+44
+1% +$5.46K 0.06% 188
2024
Q1 		$406K Sell
3,232
-80
-2% -$9.16K 0.06% 189
2023
Q4 		$349K Buy
3,312
+532
+19% +$58.1K 0.05% 200
2023
Q3 		$294K Buy
2,780
+560
+25% +$64.8K 0.05% 192
2023
Q2 		$264K Buy
2,220
+4
+0.2% +$414 0.05% 199
2023
Q1 		$206K Buy
+2,216
New +$194K 0.04% 228
2021
Q4 		– Sell
-3,377
Closed -$294K – 247
2021
Q3 		$294K Sell
3,377
-101
-3% -$8.92K 0.07% 179
2021
Q2 		$271K Sell
3,478
-796
-19% -$62.3K 0.07% 186
2021
Q1 		$300K Buy
+4,274
New +$277K 0.08% 169
2020
Q2 		$438K Buy
7,923
+4
+0.1% +$212 0.14% 130
2020
Q1 		$383K Sell
7,919
-196
-2% -$10.1K 0.15% 121
2019
Q4 		$430K Buy
8,115
+4
+0% +$220 0.14% 128
2019
Q3 		$446K Sell
8,111
-60
-0.7% -$3.31K 0.15% 115
2019
Q2 		$466K Sell
8,171
-240
-3% -$13K 0.17% 109
2019
Q1 		$452K Buy
8,411
+106
+1% +$5.4K 0.19% 104
2018
Q4 		$375K Sell
8,305
-94
-1% -$4.5K 0.19% 106
2018
Q3 		$433K Buy
8,399
+3,006
+56% +$146K 0.2% 96
2018
Q2 		$370K Sell
5,393
-2,894
-35% -$133K 0.21% 102
2018
Q1 		$379K Buy
8,287
+6,765
+444% +$336K 0.22% 102
2017
Q4 		$71K Buy
+1,522
New +$74.7K 0.05% 192

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp's ORCL Position: Q2 2026 in Review

Certified Advisory Corp increased its Oracle (ORCL) stake by 13% in Q2 2026, buying an estimated $124K and bringing the position to 5,748 shares worth $842K. The position accounts for 0.07% of the portfolio, ranked #182.

Certified Advisory Corp first reported a position in ORCL in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.36M in Q3 2025. 1,263 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Certified Advisory Corp held 5,748 shares of Oracle worth $842K as of Q2 2026.
  • Certified Advisory Corp bought 682 Oracle shares in Q2 2026, an estimated $124K.
  • Oracle made up 0.07% of Certified Advisory Corp's portfolio in Q2 2026, its #182 holding.
  • Certified Advisory Corp first reported a position in Oracle in Q4 2017 and has held it in 28 quarters since.
  • Certified Advisory Corp's Oracle position peaked at $1.36M in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.