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CV Advisors’s Oracle ORCL Stock Holding History

CV 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 		$1.47M Buy
+10,000
New +$1.81M 0.27% 43
2026
Q1 		– Sell
-1,500
Closed -$292K – 49
2025
Q4 		$292K Sell
1,500
-846
-36% -$201K 0.07% 41
2025
Q3 		$660K Buy
+2,346
New +$597K 0.18% 28

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

CV Advisors's ORCL Position: Q2 2026 in Review

CV Advisors opened a new position in Oracle (ORCL) in Q2 2026: 10,000 shares worth $1.47M. The stake represents 0.27% of the portfolio and ranks #43 among its holdings. This is a return to the name: CV Advisors previously reported a position in ORCL as recently as Q4 2025.

CV Advisors first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CV Advisors held 10,000 shares of Oracle worth $1.47M as of Q2 2026.
  • Oracle was a new CV Advisors position in Q2 2026.
  • Oracle made up 0.27% of CV Advisors's portfolio in Q2 2026, its #43 holding.
  • CV Advisors first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • 870 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.