Dynamic Advisor Solutions
ORCL icon

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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Dynamic Advisor Solutions's ORCL Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Oracle (ORCL) stake by 2.8% in Q3 2026, selling an estimated $69.4K and leaving 17,197 shares worth $2.36M. The position accounts for 0.07% of the portfolio, ranked #280.

Dynamic Advisor Solutions first reported a position in ORCL in Q3 2016 and has held it in 36 quarters since. The position peaked at $4.27M in Q3 2025. 781 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Dynamic Advisor Solutions held 17,197 shares of Oracle worth $2.36M as of Q3 2026.
  • Dynamic Advisor Solutions sold 492 Oracle shares in Q3 2026, an estimated $69.4K.
  • Oracle made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #280 holding.
  • Dynamic Advisor Solutions first reported a position in Oracle in Q3 2016 and has held it in 36 quarters since.
  • Dynamic Advisor Solutions's Oracle position peaked at $4.27M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.