DAS
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Dynamic Advisor Solutions’s Oracle ORCL Stock Holding History

Dynamic Advisor Solutions’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 		$2.59M Buy
17,689
+64
+0.4% +$11.6K 0.07% 271
2026
Q1 		$2.59M Buy
17,625
+2,300
+15% +$374K 0.08% 252
2025
Q4 		$2.99M Buy
15,325
+153
+1% +$36.4K 0.1% 221
2025
Q3 		$4.27M Sell
15,172
-1,301
-8% -$331K 0.12% 185
2025
Q2 		$3.6M Buy
16,473
+342
+2% +$55.2K 0.11% 207
2025
Q1 		$2.26M Buy
16,131
+557
+4% +$90.7K 0.07% 259
2024
Q4 		$2.6M Sell
15,574
-3,465
-18% -$616K 0.11% 179
2024
Q3 		$3.24M Sell
19,039
-1,137
-6% -$165K 0.1% 228
2024
Q2 		$2.85M Buy
20,176
+396
+2% +$49.2K 0.09% 246
2024
Q1 		$2.48M Sell
19,780
-58
-0.3% -$6.64K 0.08% 269
2023
Q4 		$2.04M Buy
19,838
+6,803
+52% +$742K 0.08% 282
2023
Q3 		$1.38M Buy
13,035
+3,246
+33% +$376K 0.07% 294
2023
Q2 		$1.17M Buy
9,789
+562
+6% +$58.1K 0.06% 304
2023
Q1 		$857K Sell
9,227
-1,365
-13% -$120K 0.05% 352
2022
Q4 		$866K Buy
10,592
+2,792
+36% +$212K 0.06% 307
2022
Q3 		$476K Sell
7,800
-77
-1% -$5.64K 0.04% 401
2022
Q2 		$550K Sell
7,877
-201
-2% -$14.7K 0.04% 371
2022
Q1 		$668K Buy
8,078
+1,554
+24% +$126K 0.05% 365
2021
Q4 		$569K Sell
6,524
-1,426
-18% -$134K 0.04% 395
2021
Q3 		$693K Buy
7,950
+581
+8% +$51.3K 0.05% 369
2021
Q2 		$574K Buy
7,369
+1,585
+27% +$124K 0.05% 399
2021
Q1 		$406K Sell
5,784
-619
-10% -$40.1K 0.04% 427
2020
Q4 		$414K Buy
6,403
+1,967
+44% +$117K 0.04% 410
2020
Q3 		$265K Sell
4,436
-125
-3% -$7.1K 0.03% 464
2020
Q2 		$252K Sell
4,561
-145
-3% -$7.68K 0.03% 419
2020
Q1 		$227K Buy
4,706
+138
+3% +$7.12K 0.04% 382
2019
Q4 		$242K Sell
4,568
-198
-4% -$10.9K 0.03% 458
2019
Q3 		$262K Sell
4,766
-129
-3% -$7.13K 0.04% 403
2019
Q2 		$279K Buy
4,895
+294
+6% +$15.9K 0.04% 374
2019
Q1 		$247K Sell
4,601
-40
-0.9% -$2.04K 0.05% 333
2018
Q4 		$231K Sell
4,641
-326
-7% -$15.6K 0.05% 330
2018
Q3 		$256K Sell
4,967
-485
-9% -$23.6K 0.05% 333
2018
Q2 		$240K Buy
+5,452
New +$251K 0.05% 342
2017
Q1 		– Sell
-10,950
Closed -$421K – 219
2016
Q4 		$421K Buy
10,950
+14
+0.1% +$548 0.17% 150
2016
Q3 		$430K Buy
+10,936
New +$446K 0.16% 156

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Dynamic Advisor Solutions's ORCL Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Oracle (ORCL) stake by 0.36% in Q2 2026, buying an estimated $11.6K and bringing the position to 17,689 shares worth $2.59M. The position accounts for 0.07% of the portfolio, ranked #271.

Dynamic Advisor Solutions first reported a position in ORCL in Q3 2016 and has held it in 35 quarters since. The position peaked at $4.27M in Q3 2025. 719 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Dynamic Advisor Solutions held 17,689 shares of Oracle worth $2.59M as of Q2 2026.
  • Dynamic Advisor Solutions bought 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #271 holding.
  • Dynamic Advisor Solutions first reported a position in Oracle in Q3 2016 and has held it in 35 quarters since.
  • Dynamic Advisor Solutions's Oracle position peaked at $4.27M in Q3 2025.
  • 719 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.