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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
2021
Q3 		– Sell
-1,000
Closed -$4K – 790
2021
Q2 		$4K Buy
+1,000
New +$78.3K ﹤0.01% 738
2020
Q4 		– Sell
-2,500
Closed -$3K – 708
2020
Q3 		$3K Buy
+2,500
New +$142K ﹤0.01% 607

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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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. 779 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.
  • 779 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.