CIA
ORCL icon

Concurrent Investment Advisors’s Oracle ORCL Stock Holding History

Concurrent Investment 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
2025
Q3 		– Sell
-1,000
Closed -$219K – 1568
2025
Q2 		$219K Buy
+1,000
New +$161K ﹤0.01% 1226
2025
Q1 		– Sell
-100
Closed -$16.7K – 1311
2024
Q4 		$16.7K Hold
100
– – ﹤0.01% 1093
2024
Q3 		$17K Buy
+100
New +$14.5K ﹤0.01% 1063

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

Concurrent Investment Advisors's ORCL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Oracle (ORCL) stake by 9% in Q2 2026, buying an estimated $2.61M and bringing the position to 174,482 shares worth $25.6M. The position accounts for 0.22% of the portfolio, ranked #95.

Concurrent Investment Advisors first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.3M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Concurrent Investment Advisors held 174,482 shares of Oracle worth $25.6M as of Q2 2026.
  • Concurrent Investment Advisors bought 14,385 Oracle shares in Q2 2026, an estimated $2.61M.
  • Oracle made up 0.22% of Concurrent Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Concurrent Investment Advisors first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Oracle position peaked at $32.3M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.