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CFS Investment Advisory Services’s Oracle ORCL Stock Holding History

CFS 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 		$1.3M Buy
9,277
+814
+10% +$148K 0.09% 170
2026
Q1 		$1.48M Sell
8,463
-1,029
-11% -$167K 0.1% 153
2025
Q4 		$1.85M Buy
9,492
+95
+1% +$22.6K 0.14% 127
2025
Q3 		$2.66M Buy
9,397
+182
+2% +$46.3K 0.2% 98
2025
Q2 		$2.02M Buy
9,215
+714
+8% +$115K 0.16% 113
2025
Q1 		$1.19M Buy
8,501
+69
+0.8% +$11.2K 0.11% 153
2024
Q4 		$1.41M Sell
8,432
-65
-0.8% -$11.5K 0.13% 131
2024
Q3 		$1.45M Buy
8,497
+853
+11% +$124K 0.12% 128
2024
Q2 		$1.08M Buy
7,644
+491
+7% +$61K 0.09% 139
2024
Q1 		$898K Sell
7,153
-64
-0.9% -$7.33K 0.15% 89
2023
Q4 		$761K Buy
7,217
+323
+5% +$35.3K 0.14% 86
2023
Q3 		$730K Buy
6,894
+112
+2% +$13K 0.12% 104
2023
Q2 		$808K Buy
6,782
+4
+0.1% +$414 0.1% 131
2023
Q1 		$630K Buy
6,778
+2,749
+68% +$241K 0.11% 83
2022
Q4 		$329K Sell
4,029
-156,036
-97% -$11.9M 0.07% 98
2022
Q3 		$3K Buy
+160,065
New +$11.7M ﹤0.01% 147
2022
Q2 		– Sell
-176,959
Closed -$2K – 436
2022
Q1 		$2K Buy
+176,959
New +$14.3M 0.01% 291

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

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

CFS Investment Advisory Services increased its Oracle (ORCL) stake by 9.6% in Q2 2026, buying an estimated $148K and bringing the position to 9,277 shares worth $1.3M. The position accounts for 0.09% of the portfolio, ranked #170.

CFS Investment Advisory Services first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.66M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CFS Investment Advisory Services held 9,277 shares of Oracle worth $1.3M as of Q2 2026.
  • CFS Investment Advisory Services bought 814 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 0.09% of CFS Investment Advisory Services's portfolio in Q2 2026, its #170 holding.
  • CFS Investment Advisory Services first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • CFS Investment Advisory Services's Oracle position peaked at $2.66M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.