First Capital Advisors Group’s Oracle ORCL Stock Holding History

First Capital Advisors Group’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
2023 Q2	$93K	Buy	+781	New	+$80.8K	0.05%	222
2018 Q4	–	Sell	-13,177	Closed	-$679K	–	170
2018 Q3	$679K	Sell	13,177 -13	-0.1%	-$631	0.42%	53
2018 Q2	$581K	Sell	13,190 -32	-0.2%	-$1.47K	0.39%	59
2018 Q1	$605K	Sell	13,222 -576	-4%	-$28.6K	0.35%	60
2017 Q4	$652K	Sell	13,798 -517	-4%	-$25.4K	0.41%	61
2017 Q3	$692K	Sell	14,315 -1,284	-8%	-$63.9K	0.48%	56
2017 Q2	$782K	Sell	15,599 -1,322	-8%	-$60.3K	0.54%	52
2017 Q1	$755K	Buy	16,921 +1,988	+13%	+$82.8K	0.56%	51
2016 Q4	$574K	Buy	+14,933	New	+$584K	0.53%	61

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Capital Advisors Group's ORCL Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Oracle (ORCL) in Q2 2023: 781 shares worth $93K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in ORCL as recently as Q3 2018.

First Capital Advisors Group first reported a position in ORCL in Q4 2016 and has held it in 9 quarters since. The position peaked at $782K in Q2 2017. 2,564 funds tracked by Wall St. Rank hold ORCL as of Q2 2023.

First Capital Advisors Group held 781 shares of Oracle worth $93K as of Q2 2023.
Oracle was a new First Capital Advisors Group position in Q2 2023.
Oracle made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #222 holding.
First Capital Advisors Group first reported a position in Oracle in Q4 2016 and has held it in 9 quarters since.
First Capital Advisors Group's Oracle position peaked at $782K in Q2 2017.
2,564 funds tracked by Wall St. Rank held Oracle as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.