Client 1st Advisory Group’s Oracle ORCL Stock Holding History

Client 1st Advisory Group’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	$263K	Buy	1,798 +81	+5%	+$14.7K	0.07%	122
2026 Q1	$253K	Sell	1,717 -150	-8%	-$24.4K	0.08%	119
2025 Q4	$364K	Buy	1,867 +144	+8%	+$34.3K	0.11%	89
2025 Q3	$485K	Sell	1,723 -40	-2%	-$10.2K	0.16%	71
2025 Q2	$385K	Buy	1,763 +40	+2%	+$6.46K	0.14%	81
2025 Q1	$241K	Hold	1,723	–	–	0.09%	114
2024 Q4	$287K	Buy	1,723 +250	+17%	+$44.4K	0.11%	101
2024 Q3	$251K	Hold	1,473	–	–	0.1%	109
2024 Q2	$208K	Buy	+1,473	New	+$183K	0.09%	113

Other funds holding ORCL

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Client 1st Advisory Group's ORCL Position: Q2 2026 in Review

Client 1st Advisory Group increased its Oracle (ORCL) stake by 4.7% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,798 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #122.

Client 1st Advisory Group first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $485K in Q3 2025. 911 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Client 1st Advisory Group held 1,798 shares of Oracle worth $263K as of Q2 2026.
Client 1st Advisory Group bought 81 Oracle shares in Q2 2026, an estimated $14.7K.
Oracle made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #122 holding.
Client 1st Advisory Group first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Client 1st Advisory Group's Oracle position peaked at $485K in Q3 2025.
911 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.