E&G Advisors’s Oracle ORCL Stock Holding History

E&G 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	$628K	Buy	4,284 +234	+6%	+$42.4K	0.12%	122
2026 Q1	$596K	Buy	4,050 +34	+0.8%	+$5.53K	0.13%	122
2025 Q4	$783K	Buy	4,016 +310	+8%	+$73.8K	0.18%	99
2025 Q3	$1.04M	Buy	3,706 +6	+0.2%	+$1.53K	0.24%	82
2025 Q2	$809K	Sell	3,700 -400	-10%	-$64.6K	0.21%	96
2025 Q1	$573K	Hold	4,100	–	–	0.16%	117
2024 Q4	$683K	Buy	4,100 +400	+11%	+$71.1K	0.19%	101
2024 Q3	$630K	Sell	3,700 -100	-3%	-$14.5K	0.17%	114
2024 Q2	$537K	Buy	3,800 +100	+3%	+$12.4K	0.16%	116
2024 Q1	$465K	Sell	3,700 -100	-3%	-$11.4K	0.15%	121
2023 Q4	$401K	Hold	3,800	–	–	0.14%	124
2023 Q3	$402K	Buy	3,800 +100	+3%	+$11.6K	0.15%	128
2023 Q2	$441K	Hold	3,700	–	–	0.15%	125
2023 Q1	$344K	Hold	3,700	–	–	0.13%	143
2022 Q4	$302K	Hold	3,700	–	–	0.11%	158
2022 Q3	$226K	Sell	3,700 -10	-0.3%	-$732	0.08%	182
2022 Q2	$259K	Hold	3,710	–	–	0.09%	176
2022 Q1	$307K	Hold	3,710	–	–	0.08%	174
2021 Q4	$324K	Hold	3,710	–	–	0.08%	174
2021 Q3	$323K	Buy	+3,710	New	+$328K	0.09%	168
2021 Q2	–	Sell	-4,310	Closed	-$337K	–	176
2021 Q1	$302K	Buy	4,310 +200	+5%	+$12.9K	0.09%	166
2020 Q4	$266K	Buy	4,110 +100	+2%	+$5.95K	0.08%	164
2020 Q3	$239K	Buy	4,010 +210	+6%	+$11.9K	0.08%	167
2020 Q2	$210K	Sell	3,800 -400	-10%	-$21.2K	0.08%	169
2020 Q1	$203K	Hold	4,200	–	–	0.1%	159
2019 Q4	$223K	Buy	4,200 +300	+8%	+$16.5K	0.08%	181
2019 Q3	$215K	Hold	3,900	–	–	0.09%	173
2019 Q2	$222K	Hold	3,900	–	–	0.09%	167
2019 Q1	$209K	Sell	3,900 -2,000	-34%	-$102K	0.09%	173
2018 Q4	$266K	Buy	+5,900	New	+$283K	0.12%	159
2017 Q3	–	Sell	-4,000	Closed	-$201K	–	184
2017 Q2	$201K	Sell	4,000 -1,500	-27%	-$68.4K	0.1%	155
2017 Q1	$245K	Buy	+5,500	New	+$229K	0.13%	136
2014 Q4	–	Sell	-26,300	Closed	-$1.01M	–	96
2014 Q3	$1.01M	Hold	26,300	–	–	0.65%	50
2014 Q2	$1.07M	Hold	26,300	–	–	0.69%	50
2014 Q1	$1.08M	Sell	26,300 -700	-3%	-$26.6K	0.85%	39
2013 Q4	$1.03M	Buy	+27,000	New	+$928K	0.97%	35

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

E&G Advisors's ORCL Position: Q2 2026 in Review

E&G Advisors increased its Oracle (ORCL) stake by 5.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 4,284 shares worth $628K. The position accounts for 0.12% of the portfolio, ranked #122.

E&G Advisors first reported a position in ORCL in Q4 2013 and has held it in 36 quarters since. The position peaked at $1.08M in Q1 2014. 1,029 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

E&G Advisors held 4,284 shares of Oracle worth $628K as of Q2 2026.
E&G Advisors bought 234 Oracle shares in Q2 2026, an estimated $42.4K.
Oracle made up 0.12% of E&G Advisors's portfolio in Q2 2026, its #122 holding.
E&G Advisors first reported a position in Oracle in Q4 2013 and has held it in 36 quarters since.
E&G Advisors's Oracle position peaked at $1.08M in Q1 2014.
1,029 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.